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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 | $204,471 | $156,398+30.7% | $147,318+38.8% | $138,895+47.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.38% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $15,222 | $4,853+213.6% | $4,593+231.4% | $4,194+262.9% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $231 | $14,976-98.5% | $13,708-98.3% | $12,562-98.2% |