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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 | $90,929 | $126,661-28.2% | $113,397-19.8% | $138,895-34.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.06% | 25.05%-11.0pp | 23.20%-9.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,540 | $3,456-55.5% | $2,977-48.3% | $4,194-63.3% |
| Participant deferral / active EE | $1,616 | $5,693-71.6% | $5,076-68.2% | $6,396-74.7% |
| Admin fee / account holder | $117 | $14,549-99.2% | $11,957-99.0% | $12,562-99.1% |