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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 | $43,457 | $140,944-69.2% | $112,236-61.3% | $139,427-68.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 9.20% | 32.71%-23.5pp | 30.20%-21.0pp | 373.27%-364.1pp |
| Employer contribution / active EE | $4,286 | $4,2850% | $3,431+24.9% | $4,752-9.8% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $4,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,749-100.0% | $11,404-100.0% |