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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 | $158,877 | $171,272-7.2% | $127,803+24.3% | $152,909+3.9% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.0%+11.0pp | 82.5%+7.5pp |
| Annual return | 14.15% | 23.54%-9.4pp | 26.14%-12.0pp | 345.46%-331.3pp |
| Employer contribution / active EE | $5,359 | $5,451-1.7% | $4,576+17.1% | $4,764+12.5% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,601-100.0% |