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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 | $223,823-30.8% | $211,142-26.7% | $154,746+0.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.21% | 50.39%-36.2pp | 46.84%-32.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $10,000 | $6,787+47.3% | $6,442+55.2% | $4,379+128.4% |
| Participant deferral / active EE | $2,730 | $9,750-72.0% | $9,284-70.6% | $6,730-59.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |