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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 | $41,635 | $124,351-66.5% | $109,188-61.9% | $167,553-75.2% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 11.39% | 26.04%-14.7pp | 25.76%-14.4pp | 478.89%-467.5pp |
| Employer contribution / active EE | $4,291 | $4,210+1.9% | $3,723+15.3% | $4,840-11.3% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $202 | $7,975-97.5% | $6,755-97.0% | $12,316-98.4% |