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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 | $52,591 | $176,120-70.1% | $159,487-67.0% | $167,553-68.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.01% | 331.95%-314.9pp | 263.71%-246.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $1,600 | $5,299-69.8% | $4,831-66.9% | $4,840-66.9% |
| Participant deferral / active EE | $1,950 | $7,752-74.8% | $7,354-73.5% | $6,343-69.3% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |