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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 | $20,699 | $148,623-86.1% | $135,974-84.8% | $139,466-85.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.52% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,388 | $5,246-73.5% | $4,859-71.4% | $4,754-70.8% |
| Participant deferral / active EE | $1,474 | $8,103-81.8% | $7,760-81.0% | $6,712-78.0% |
| Admin fee / account holder | $115 | $12,406-99.1% | $10,767-98.9% | $11,409-99.0% |