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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 | $58,337 | $76,371-23.6% | $93,621-37.7% | $72,975-20.1% |
| Participation rate | 98.5% | 71.8%+26.8pp | 75.8%+22.7pp | 69.5%+29.0pp |
| Annual return | 28.53% | 25.82%+2.7pp | 32.76%-4.2pp | 81.01%-52.5pp |
| Employer contribution / active EE | $7,751 | $2,276+240.6% | $2,719+185.1% | $2,440+217.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $218 | $6,839-96.8% | $7,890-97.2% | $5,124-95.7% |