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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 | $42,298 | $115,917-63.5% | $100,535-57.9% | $158,982-73.4% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 17.16% | 34.80%-17.6pp | 30.90%-13.7pp | 302.99%-285.8pp |
| Employer contribution / active EE | $3,474 | $4,105-15.4% | $3,419+1.6% | $4,763-27.1% |
| Participant deferral / active EE | $669 | $6,677-90.0% | $6,271-89.3% | $5,983-88.8% |
| Admin fee / account holder | $190 | $11,002-98.3% | $8,085-97.7% | $11,252-98.3% |