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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 | $224,564 | $167,362+34.2% | $143,799+56.2% | $134,532+66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.61% | 0.47%+4.1pp | -0.04%+4.7pp | 418.27%-413.7pp |
| Employer contribution / active EE | $2,099 | $5,620-62.7% | $4,952-57.6% | $4,741-55.7% |
| Participant deferral / active EE | $1,300 | $6,447-79.8% | $5,638-76.9% | $6,401-79.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |