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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 | $96,599 | $123,155-21.6% | $108,753-11.2% | $155,188-37.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.00% | 44.73%-36.7pp | 37.47%-29.5pp | 148.84%-140.8pp |
| Employer contribution / active EE | $6,786 | $2,811+141.4% | $2,427+179.6% | $4,248+59.7% |
| Participant deferral / active EE | $700 | $4,623-84.9% | $4,115-83.0% | $6,531-89.3% |
| Admin fee / account holder | $101 | $12,126-99.2% | $10,320-99.0% | $14,480-99.3% |