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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 | $128,343 | $65,712+95.3% | $57,196+124.4% | $273,972-53.2% |
| Participation rate | 71.4% | 78.3%-6.9pp | 75.3%-3.9pp | 83.0%-11.6pp |
| Annual return | 26.34% | 22.01%+4.3pp | 14.59%+11.7pp | 41.46%-15.1pp |
| Employer contribution / active EE | $838 | $3,280-74.4% | $2,683-68.8% | $4,869-82.8% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |