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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 | $247,738 | $115,225+115.0% | $100,712+146.0% | $138,895+78.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 10.11% | 40.35%-30.2pp | 33.27%-23.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $941 | $2,771-66.0% | $2,313-59.3% | $4,194-77.6% |
| Participant deferral / active EE | $923 | $4,699-80.4% | $4,085-77.4% | $6,396-85.6% |
| Admin fee / account holder | $146 | $10,844-98.7% | $9,256-98.4% | $12,562-98.8% |