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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 | $237,323 | $135,905+74.6% | $126,068+88.2% | $198,609+19.5% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 8.83% | 14.07%-5.2pp | 15.01%-6.2pp | 202.70%-193.9pp |
| Employer contribution / active EE | $14,046 | $4,245+230.9% | $3,968+254.0% | $5,055+177.8% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $171 | $21,036-99.2% | $18,264-99.1% | $19,030-99.1% |