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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 | $100,399 | $77,816+29.0% | $123,552-18.7% | $64,173+56.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 60.40% | 12.49%+47.9pp | 119.20%-58.8pp | 7.63%+52.8pp |
| Employer contribution / active EE | $5,108 | $3,014+69.5% | $4,628+10.4% | $2,381+114.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $247 | $5,519-95.5% | $9,285-97.3% | $4,887-94.9% |