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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 | $112,834 | $135,956-17.0% | $123,894-8.9% | $273,972-58.8% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.77% | 56.63%-48.9pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $7,143 | $5,170+38.2% | $4,617+54.7% | $4,869+46.7% |
| Participant deferral / active EE | $386 | $6,343-93.9% | $5,984-93.5% | $5,287-92.7% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |