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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 | $200,404 | $176,794+13.4% | $146,647+36.7% | $167,553+19.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.08% | 24.04%-9.0pp | 22.75%-7.7pp | 478.89%-463.8pp |
| Employer contribution / active EE | $8,552 | $5,161+65.7% | $4,137+106.7% | $4,840+76.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $208 | $13,262-98.4% | $10,281-98.0% | $12,316-98.3% |