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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 | $24,977 | $157,304-84.1% | $141,197-82.3% | $152,909-83.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 22.91% | 64.34%-41.4pp | 71.41%-48.5pp | 345.46%-322.6pp |
| Employer contribution / active EE | $1,404 | $5,263-73.3% | $4,736-70.4% | $4,764-70.5% |
| Participant deferral / active EE | $1,918 | $7,111-73.0% | $6,710-71.4% | $5,851-67.2% |
| Admin fee / account holder | $13 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |