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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 | $123,019 | $53,128+131.6% | $86,582+42.1% | $70,126+75.4% |
| Participation rate | 86.1% | 65.3%+20.8pp | 73.5%+12.6pp | 69.5%+16.6pp |
| Annual return | 14.60% | 27.66%-13.1pp | 965.08%-950.5pp | 73.15%-58.5pp |
| Employer contribution / active EE | $2,778 | $2,068+34.3% | $2,839-2.2% | $2,343+18.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $290 | $3,584-91.9% | $4,904-94.1% | $4,645-93.8% |