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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 | $119,475 | $209,336-42.9% | $197,124-39.4% | $137,256-13.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 278.05% | 48.09%+230.0pp | 44.34%+233.7pp | 220.34%+57.7pp |
| Employer contribution / active EE | $2,078 | $6,591-68.5% | $6,227-66.6% | $4,156-50.0% |
| Participant deferral / active EE | $2,078 | $9,614-78.4% | $9,135-77.3% | $6,407-67.6% |
| Admin fee / account holder | $194 | $17,308-98.9% | $16,298-98.8% | $12,270-98.4% |