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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 | $154,826 | $275,752-43.9% | $256,809-39.7% | $198,609-22.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.21% | 34.81%-20.6pp | 32.73%-18.5pp | 202.70%-188.5pp |
| Employer contribution / active EE | $10,000 | $7,721+29.5% | $7,263+37.7% | $5,055+97.8% |
| Participant deferral / active EE | $2,730 | $10,037-72.8% | $9,520-71.3% | $6,977-60.9% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |