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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 | $191,785 | $154,228+24.4% | $145,433+31.9% | $137,256+39.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.59% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,984 | $4,804-58.7% | $4,554-56.4% | $4,156-52.3% |
| Participant deferral / active EE | $1,984 | $8,216-75.9% | $7,897-74.9% | $6,407-69.0% |
| Admin fee / account holder | $3 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |