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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 | $37,778 | $165,381-77.2% | $149,730-74.8% | $158,966-76.2% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.6pp |
| Annual return | 15.16% | 348.29%-333.1pp | 276.70%-261.5pp | 302.95%-287.8pp |
| Employer contribution / active EE | $5,551 | $5,104+8.7% | $4,645+19.5% | $4,762+16.5% |
| Participant deferral / active EE | $2,081 | $7,182-71.0% | $6,843-69.6% | $5,983-65.2% |
| Admin fee / account holder | $79 | $10,809-99.3% | $9,310-99.2% | $11,250-99.3% |