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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 | $191,974 | $124,425+54.3% | $112,040+71.3% | $137,256+39.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 11.99% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,056 | $3,411-69.0% | $2,954-64.3% | $4,156-74.6% |
| Participant deferral / active EE | $1,785 | $5,718-68.8% | $5,098-65.0% | $6,407-72.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |