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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 | $40,058 | $105,200-61.9% | $159,474-74.9% | $85,847-53.3% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.8%+6.5pp | 69.3%+20.0pp |
| Annual return | 19.36% | 45.08%-25.7pp | 263.68%-244.3pp | 318.61%-299.2pp |
| Employer contribution / active EE | $2,359 | $3,319-28.9% | $4,831-51.2% | $2,565-8.0% |
| Participant deferral / active EE | $1,721 | $5,946-71.1% | $7,353-76.6% | $3,952-56.5% |
| Admin fee / account holder | $281 | $6,934-96.0% | $10,802-97.4% | $6,261-95.5% |