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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 | $223,823-59.5% | $211,142-57.0% | $154,746-41.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.95% | 50.39%-30.4pp | 46.84%-26.9pp | 172.34%-152.4pp |
| Employer contribution / active EE | $6,829 | $6,787+0.6% | $6,442+6.0% | $4,379+55.9% |
| Participant deferral / active EE | $2,724 | $9,750-72.1% | $9,284-70.7% | $6,730-59.5% |
| Admin fee / account holder | $57 | $19,707-99.7% | $19,076-99.7% | $14,365-99.6% |