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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 | $182,214 | $117,846+54.6% | $102,434+77.9% | $145,884+24.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 31.90%-22.8pp | 29.46%-20.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $3,651 | $3,615+1.0% | $3,023+20.8% | $4,662-21.7% |
| Participant deferral / active EE | $1,348 | $5,733-76.5% | $5,055-73.3% | $6,690-79.9% |
| Admin fee / account holder | $40 | $13,356-99.7% | $9,462-99.6% | $13,392-99.7% |