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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 | $139,092 | $201,264-30.9% | $184,185-24.5% | $145,978-4.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.97% | 29.00%-13.0pp | 28.81%-12.8pp | 550.52%-534.5pp |
| Employer contribution / active EE | $2,500 | $7,021-64.4% | $6,426-61.1% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |