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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 | $72,076 | $254,759-71.7% | $216,567-66.7% | $198,609-63.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 12.80% | 10.04%+2.8pp | 12.94%-0.1pp | 202.70%-189.9pp |
| Employer contribution / active EE | $2,263 | $6,096-62.9% | $5,216-56.6% | $5,055-55.2% |
| Participant deferral / active EE | $2,556 | $6,948-63.2% | $6,191-58.7% | $6,977-63.4% |
| Admin fee / account holder | $30 | $26,311-99.9% | $21,981-99.9% | $19,030-99.8% |