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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 | $40,762 | $72,273-43.6% | $101,275-59.8% | $79,856-49.0% |
| Participation rate | 90.6% | 68.5%+22.2pp | 75.8%+14.8pp | 69.6%+21.0pp |
| Annual return | 13.63% | 22.30%-8.7pp | 46.48%-32.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,125 | $2,691+16.1% | $3,660-14.6% | $2,471+26.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |