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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 | $193,005 | $158,852+21.5% | $121,220+59.2% | $135,379+42.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 8.65% | -0.64%+9.3pp | 16.94%-8.3pp | 519.79%-511.1pp |
| Employer contribution / active EE | $16,247 | $5,666+186.8% | $4,023+303.9% | $4,779+240.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25 | $6,515-99.6% | $5,021-99.5% | $10,828-99.8% |