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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 | $102,613 | $135,905-24.5% | $126,068-18.6% | $198,609-48.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.84% | 14.07%+5.8pp | 15.01%+4.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $6,093 | $4,245+43.5% | $3,968+53.5% | $5,055+20.5% |
| Participant deferral / active EE | $1,400 | $8,523-83.6% | $8,214-83.0% | $6,977-79.9% |
| Admin fee / account holder | $20 | $21,036-99.9% | $18,264-99.9% | $19,030-99.9% |