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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 | $19,760 | $107,353-81.6% | $92,903-78.7% | $152,885-87.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 21.19% | 145.62%-124.4pp | 109.43%-88.2pp | 345.39%-324.2pp |
| Employer contribution / active EE | $3,545 | $4,222-16.0% | $3,653-3.0% | $4,763-25.6% |
| Participant deferral / active EE | $946 | $4,848-80.5% | $4,238-77.7% | $5,851-83.8% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |