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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 | $31,448 | $178,174-82.3% | $156,181-79.9% | $137,256-77.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.37% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $10,186 | $4,972+104.9% | $4,294+137.2% | $4,156+145.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |