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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 | $90,794 | $254,759-64.4% | $216,567-58.1% | $198,609-54.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 81.6%+10.7pp | 82.4%+9.9pp |
| Annual return | 17.16% | 10.04%+7.1pp | 12.94%+4.2pp | 202.70%-185.5pp |
| Employer contribution / active EE | $3,166 | $6,096-48.1% | $5,216-39.3% | $5,055-37.4% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |