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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 | $90,912 | $154,228-41.1% | $145,433-37.5% | $137,256-33.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 18.73% | 74.59%-55.9pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,165 | $4,804-75.7% | $4,554-74.4% | $4,156-72.0% |
| Participant deferral / active EE | $1,200 | $8,216-85.4% | $7,897-84.8% | $6,407-81.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |