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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 | $90,701 | $209,336-56.7% | $197,124-54.0% | $137,256-33.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.95% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $6,829 | $6,591+3.6% | $6,227+9.7% | $4,156+64.3% |
| Participant deferral / active EE | $2,724 | $9,614-71.7% | $9,135-70.2% | $6,407-57.5% |
| Admin fee / account holder | $57 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |