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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 | $107,666-4.7% | $102,184+0.4% | $154,746-33.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.84% | 29.33%-9.5pp | 31.58%-11.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $6,093 | $3,846+58.4% | $3,594+69.5% | $4,379+39.1% |
| Participant deferral / active EE | $1,400 | $8,719-83.9% | $8,309-83.2% | $6,730-79.2% |
| Admin fee / account holder | $20 | $12,943-99.8% | $11,609-99.8% | $14,365-99.9% |