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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 | $227,713 | $157,304+44.8% | $141,197+61.3% | $152,909+48.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 26.37% | 64.34%-38.0pp | 71.41%-45.0pp | 345.46%-319.1pp |
| Employer contribution / active EE | $944 | $5,263-82.1% | $4,736-80.1% | $4,764-80.2% |
| Participant deferral / active EE | $1,888 | $7,111-73.5% | $6,710-71.9% | $5,851-67.7% |
| Admin fee / account holder | $57 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |