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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 | $124,366 | $64,311+93.4% | $57,356+116.8% | $125,389-0.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 75.1%+8.3pp | 83.2%+0.1pp |
| Annual return | 15.71% | 25.14%-9.4pp | 24.41%-8.7pp | 282.24%-266.5pp |
| Employer contribution / active EE | $3,461 | $3,193+8.4% | $2,689+28.7% | $4,866-28.9% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |