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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 | $136,027 | $197,637-31.2% | $177,848-23.5% | $158,982-14.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 12.77% | 58.77%-46.0pp | 48.33%-35.6pp | 302.99%-290.2pp |
| Employer contribution / active EE | $6,333 | $6,698-5.4% | $5,919+7.0% | $4,763+33.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |