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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 | $275,752-67.1% | $256,809-64.7% | $198,609-54.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.95% | 34.81%-14.9pp | 32.73%-12.8pp | 202.70%-182.7pp |
| Employer contribution / active EE | $6,829 | $7,721-11.6% | $7,263-6.0% | $5,055+35.1% |
| Participant deferral / active EE | $2,724 | $10,037-72.9% | $9,520-71.4% | $6,977-61.0% |
| Admin fee / account holder | $57 | $25,716-99.8% | $25,146-99.8% | $19,030-99.7% |