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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 | $30,871 | $124,425-75.2% | $112,040-72.4% | $137,256-77.5% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 18.56% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $6,460 | $3,411+89.4% | $2,954+118.7% | $4,156+55.4% |
| Participant deferral / active EE | $414 | $5,718-92.8% | $5,098-91.9% | $6,407-93.5% |
| Admin fee / account holder | $27 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |