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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 | $21,873 | $141,001-84.5% | $112,228-80.5% | $139,487-84.3% |
| Participation rate | 84.6% | 79.2%+5.4pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 28.65% | 32.75%-4.1pp | 30.23%-1.6pp | 373.84%-345.2pp |
| Employer contribution / active EE | $1,766 | $4,285-58.8% | $3,432-48.5% | $4,755-62.9% |
| Participant deferral / active EE | $1,139 | $5,877-80.6% | $4,800-76.3% | $6,713-83.0% |
| Admin fee / account holder | $276 | $9,959-97.2% | $7,752-96.4% | $11,407-97.6% |