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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 | $188,202 | $112,131+67.8% | $95,964+96.1% | $158,982+18.4% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 9.08% | 171.19%-162.1pp | 91.64%-82.6pp | 302.99%-293.9pp |
| Employer contribution / active EE | $12,034 | $3,199+276.2% | $2,541+373.5% | $4,763+152.7% |
| Participant deferral / active EE | $676 | $4,784-85.9% | $4,167-83.8% | $5,983-88.7% |
| Admin fee / account holder | $278 | $10,136-97.3% | $6,797-95.9% | $11,252-97.5% |