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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 | $157,285 | $92,219+70.6% | $76,766+104.9% | $135,382+16.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 43.24% | 5.46%+37.8pp | 2.43%+40.8pp | 519.77%-476.5pp |
| Employer contribution / active EE | $5,695 | $3,216+77.1% | $2,485+129.2% | $4,779+19.2% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |