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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 | $28,065 | $185,312-84.9% | $161,489-82.6% | $154,746-81.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.71% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $12,387 | $4,769+159.7% | $4,268+190.2% | $4,379+182.9% |
| Participant deferral / active EE | $1,306 | $6,350-79.4% | $5,630-76.8% | $6,730-80.6% |
| Admin fee / account holder | $133 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |