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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 | $97,125-80.1% | $86,233-77.6% | $137,256-85.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 12.57% | 74.19%-61.6pp | 61.39%-48.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $537 | $5,180-89.6% | $4,559-88.2% | $6,407-91.6% |
| Admin fee / account holder | $80 | $9,725-99.2% | $8,342-99.0% | $12,270-99.3% |