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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 | $115,496 | $69,977+65.0% | $108,582+6.4% | $62,881+83.7% |
| Participation rate | 96.6% | 72.9%+23.7pp | 79.6%+17.0pp | 69.3%+27.2pp |
| Annual return | 7.87% | 10.73%-2.9pp | -51.70%+59.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,245 | $2,135+98.8% | $3,758+12.9% | $2,281+86.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $182 | $5,076-96.4% | $7,645-97.6% | $4,296-95.8% |