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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 | $147,587 | $153,774-4.0% | $133,979+10.2% | $273,970-46.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.3pp | 83.0%+2.7pp |
| Annual return | 4.70% | 36.51%-31.8pp | 29.30%-24.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $7,835 | $6,029+30.0% | $5,211+50.4% | $4,869+60.9% |
| Participant deferral / active EE | $1,698 | $6,958-75.6% | $6,282-73.0% | $5,287-67.9% |
| Admin fee / account holder | $6 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |