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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 | $161,352-76.4% | $134,172-71.6% | $137,256-72.3% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 14.85% | 28.72%-13.9pp | 25.30%-10.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,286 | $4,099+4.6% | $3,420+25.3% | $4,156+3.1% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $19 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |