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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 | $118,812 | $201,259-41.0% | $184,200-35.5% | $145,959-18.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.64% | 28.98%-16.3pp | 28.80%-16.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $23,605 | $7,018+236.3% | $6,424+267.4% | $4,661+406.4% |
| Participant deferral / active EE | $1,250 | $9,806-87.3% | $9,132-86.3% | $6,689-81.3% |
| Admin fee / account holder | $298 | $16,372-98.2% | $13,907-97.9% | $13,398-97.8% |