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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 | $234,546 | $181,896+28.9% | $156,551+49.8% | $273,972-14.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.87% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $5,684 | $6,248-9.0% | $5,501+3.3% | $4,869+16.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $206 | $15,560-98.7% | $13,028-98.4% | $10,133-98.0% |