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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 | $55,079 | $209,336-73.7% | $197,124-72.1% | $137,256-59.9% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 20.71% | 48.09%-27.4pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,350 | $6,591-64.3% | $6,227-62.3% | $4,156-43.4% |
| Participant deferral / active EE | $2,560 | $9,614-73.4% | $9,135-72.0% | $6,407-60.0% |
| Admin fee / account holder | $28 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |