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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 | $19,291 | $99,053-80.5% | $88,179-78.1% | $138,895-86.1% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.1%+22.5pp | 79.9%+11.7pp |
| Annual return | 12.57% | 78.17%-65.6pp | 64.97%-52.4pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $537 | $5,225-89.7% | $4,614-88.4% | $6,396-91.6% |
| Admin fee / account holder | $80 | $8,748-99.1% | $7,673-99.0% | $12,562-99.4% |