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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 | $163,648 | $136,307+20.1% | $106,619+53.5% | $273,972-40.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.08% | 11.05%-6.0pp | 9.42%-4.3pp | 41.46%-36.4pp |
| Employer contribution / active EE | $8,835 | $5,190+70.2% | $3,947+123.9% | $4,869+81.5% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17 | $8,625-99.8% | $6,418-99.7% | $10,133-99.8% |