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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 | $38,069 | $177,156-78.5% | $147,027-74.1% | $154,746-75.4% |
| Participation rate | 85.7% | 79.4%+6.4pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 14.85% | 21.94%-7.1pp | 20.23%-5.4pp | 172.34%-157.5pp |
| Employer contribution / active EE | $4,286 | $4,336-1.2% | $3,626+18.2% | $4,379-2.1% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $19 | $14,904-99.9% | $12,223-99.8% | $14,365-99.9% |