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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 | $27,481 | $201,264-86.3% | $184,185-85.1% | $145,978-81.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.05% | 29.00%-11.0pp | 28.81%-10.8pp | 550.52%-532.5pp |
| Employer contribution / active EE | $1,616 | $7,021-77.0% | $6,426-74.9% | $4,662-65.3% |
| Participant deferral / active EE | $2,527 | $9,806-74.2% | $9,132-72.3% | $6,690-62.2% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |