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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 | $74,979 | $199,109-62.3% | $173,730-56.8% | $154,746-51.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 28.18% | 20.02%+8.2pp | 19.96%+8.2pp | 172.34%-144.2pp |
| Employer contribution / active EE | $15,908 | $5,311+199.5% | $4,577+247.5% | $4,379+263.3% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |