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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,537 | $156,398-58.7% | $147,318-56.2% | $138,895-53.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 22.05% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,419 | $4,853-70.8% | $4,593-69.1% | $4,194-66.2% |
| Participant deferral / active EE | $2,377 | $8,237-71.1% | $7,906-69.9% | $6,396-62.8% |
| Admin fee / account holder | $81 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |