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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 | $107,156 | $155,555-31.1% | $146,866-27.0% | $155,188-31.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 15.74% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $19,077 | $4,647+310.6% | $4,425+331.2% | $4,248+349.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $289 | $14,755-98.0% | $13,620-97.9% | $14,480-98.0% |