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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 | $94,375 | $135,956-30.6% | $123,894-23.8% | $273,972-65.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 13.75% | 56.63%-42.9pp | 47.52%-33.8pp | 41.46%-27.7pp |
| Employer contribution / active EE | $1,484 | $5,170-71.3% | $4,617-67.9% | $4,869-69.5% |
| Participant deferral / active EE | $1,590 | $6,343-74.9% | $5,984-73.4% | $5,287-69.9% |
| Admin fee / account holder | $283 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |