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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 | $37,760 | $228,395-83.5% | $185,861-79.7% | $158,982-76.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.7pp |
| Annual return | 22.36% | 40.82%-18.5pp | 35.96%-13.6pp | 302.99%-280.6pp |
| Employer contribution / active EE | $2,095 | $4,968-57.8% | $4,088-48.8% | $4,763-56.0% |
| Participant deferral / active EE | $541 | $6,417-91.6% | $5,634-90.4% | $5,983-91.0% |
| Admin fee / account holder | $96 | $11,869-99.2% | $9,503-99.0% | $11,252-99.2% |