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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 | $155,839 | $100,805+54.6% | $86,698+79.7% | $134,532+15.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 11.09% | 29.09%-18.0pp | 35.95%-24.9pp | 418.27%-407.2pp |
| Employer contribution / active EE | $6,794 | $3,490+94.7% | $2,837+139.5% | $4,741+43.3% |
| Participant deferral / active EE | $1,063 | $5,339-80.1% | $4,656-77.2% | $6,401-83.4% |
| Admin fee / account holder | $225 | $10,925-97.9% | $7,493-97.0% | $11,429-98.0% |