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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 | $17,412 | $183,592-90.5% | $155,574-88.8% | $145,877-88.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.61% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $6,126 | $5,317+15.2% | $4,676+31.0% | $4,663+31.4% |
| Participant deferral / active EE | $1,546 | $6,466-76.1% | $5,629-72.5% | $6,691-76.9% |
| Admin fee / account holder | $142 | $19,316-99.3% | $15,914-99.1% | $13,402-98.9% |