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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 | $26,658 | $201,372-86.8% | $184,260-85.5% | $145,884-81.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.06% | 29.04%-7.0pp | 28.84%-6.8pp | 551.85%-529.8pp |
| Employer contribution / active EE | $2,005 | $7,024-71.5% | $6,427-68.8% | $4,662-57.0% |
| Participant deferral / active EE | $2,640 | $9,808-73.1% | $9,133-71.1% | $6,690-60.5% |
| Admin fee / account holder | $56 | $16,362-99.7% | $13,898-99.6% | $13,392-99.6% |