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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 | $183,819 | $114,013+61.2% | $103,693+77.3% | $155,188+18.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.05% | 49.31%-31.3pp | 47.61%-29.6pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,565 | $3,131-18.1% | $2,920-12.2% | $4,248-39.6% |
| Participant deferral / active EE | $400 | $4,970-92.0% | $4,579-91.3% | $6,531-93.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |