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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 | $219,609 | $149,679+46.7% | $117,039+87.6% | $147,586+48.8% |
| Participation rate | 94.1% | 83.5%+10.6pp | 77.2%+16.9pp | 82.8%+11.3pp |
| Annual return | 19.47% | 19.31%+0.2pp | 18.95%+0.5pp | 578.59%-559.1pp |
| Employer contribution / active EE | $8,398 | $4,937+70.1% | $3,785+121.9% | $4,876+72.2% |
| Participant deferral / active EE | $735 | $4,912-85.0% | $3,929-81.3% | $5,439-86.5% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |