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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 | $162,136+18.3% | $152,301+25.9% | $154,746+23.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.59% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,984 | $4,890-59.4% | $4,624-57.1% | $4,379-54.7% |
| Participant deferral / active EE | $1,984 | $8,341-76.2% | $8,004-75.2% | $6,730-70.5% |
| Admin fee / account holder | $3 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |