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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 | $152,953 | $123,155+24.2% | $108,753+40.6% | $155,188-1.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.32% | 44.73%-30.4pp | 37.47%-23.1pp | 148.84%-134.5pp |
| Employer contribution / active EE | $4,167 | $2,811+48.2% | $2,427+71.7% | $4,248-1.9% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $61 | $12,126-99.5% | $10,320-99.4% | $14,480-99.6% |