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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 | $67,907 | $90,509-25.0% | $78,693-13.7% | $273,968-75.2% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 9.67% | 75.61%-65.9pp | 62.18%-52.5pp | 41.45%-31.8pp |
| Employer contribution / active EE | $6,604 | $3,175+108.0% | $2,850+131.7% | $4,869+35.7% |
| Participant deferral / active EE | $312 | $3,901-92.0% | $3,517-91.1% | $5,287-94.1% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |