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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 | $143,294 | $215,361-33.5% | $171,082-16.2% | $273,972-47.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 34.28% | 25.14%+9.1pp | 32.56%+1.7pp | 41.46%-7.2pp |
| Employer contribution / active EE | $4,670 | $4,967-6.0% | $4,002+16.7% | $4,869-4.1% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15 | $10,846-99.9% | $8,520-99.8% | $10,133-99.9% |