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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 | $241,891 | $162,967+48.4% | $135,792+78.1% | $138,895+74.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 11.96% | 30.08%-18.1pp | 25.96%-14.0pp | 145.39%-133.4pp |
| Employer contribution / active EE | $15,212 | $4,211+261.2% | $3,496+335.2% | $4,194+262.7% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $111 | $15,306-99.3% | $12,266-99.1% | $12,562-99.1% |