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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 | $193,997 | $167,362+15.9% | $143,799+34.9% | $134,532+44.2% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | 40.97% | 0.47%+40.5pp | -0.04%+41.0pp | 418.27%-377.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,645 | $6,447-74.5% | $5,638-70.8% | $6,401-74.3% |
| Admin fee / account holder | $279 | $18,094-98.5% | $14,677-98.1% | $11,429-97.6% |