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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 | $27,386 | $183,516-85.1% | $155,534-82.4% | $145,884-81.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.27% | 61.43%-46.2pp | 64.92%-49.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $5,740 | $5,315+8.0% | $4,675+22.8% | $4,662+23.1% |
| Participant deferral / active EE | $1,605 | $6,467-75.2% | $5,630-71.5% | $6,690-76.0% |
| Admin fee / account holder | $174 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |