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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 | $160,210 | $210,991-24.1% | $153,741+4.2% | $145,897+9.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.34% | 13.46%+9.9pp | 15.71%+7.6pp | 552.29%-529.0pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,050 | $7,979-74.3% | $6,757-69.7% | $6,689-69.4% |
| Admin fee / account holder | $5 | $19,490-100.0% | $12,749-100.0% | $13,390-100.0% |