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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 | $123,239 | $168,635-26.9% | $147,617-16.5% | $125,389-1.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.07% | 77.65%-75.6pp | 61.98%-59.9pp | 282.24%-280.2pp |
| Employer contribution / active EE | $6,199 | $6,252-0.9% | $5,564+11.4% | $4,866+27.4% |
| Participant deferral / active EE | $890 | $5,507-83.8% | $4,895-81.8% | $5,352-83.4% |
| Admin fee / account holder | $54 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |