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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 | $106,216 | $185,830-42.8% | $170,004-37.5% | $139,427-23.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.59% | 60.52%-42.9pp | 53.39%-35.8pp | 373.27%-355.7pp |
| Employer contribution / active EE | $6,285 | $7,591-17.2% | $6,786-7.4% | $4,752+32.3% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |