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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 | $88,962 | $110,379-19.4% | $102,412-13.1% | $145,884-39.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.83% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $13,409 | $4,216+218.0% | $3,870+246.5% | $4,662+187.6% |
| Participant deferral / active EE | $1,306 | $5,622-76.8% | $5,060-74.2% | $6,690-80.5% |
| Admin fee / account holder | $110 | $9,745-98.9% | $8,388-98.7% | $13,392-99.2% |