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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 | $36,461 | $227,597-84.0% | $189,575-80.8% | $167,536-78.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.03% | 78.44%-67.4pp | 64.19%-53.2pp | 478.82%-467.8pp |
| Employer contribution / active EE | $3,504 | $5,316-34.1% | $4,412-20.6% | $4,839-27.6% |
| Participant deferral / active EE | $642 | $7,002-90.8% | $6,174-89.6% | $6,342-89.9% |
| Admin fee / account holder | $158 | $11,877-98.7% | $9,806-98.4% | $12,315-98.7% |