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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 | $98,559 | $99,345-0.8% | $84,753+16.3% | $273,972-64.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 15.33% | 22.93%-7.6pp | 22.78%-7.5pp | 41.46%-26.1pp |
| Employer contribution / active EE | $6,000 | $4,214+42.4% | $3,574+67.9% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $55 | $6,645-99.2% | $5,333-99.0% | $10,133-99.5% |