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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 | $30,804 | $160,028-80.8% | $147,080-79.1% | $145,884-78.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.70% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,192 | $5,286-58.5% | $4,933-55.6% | $4,662-53.0% |
| Participant deferral / active EE | $2,192 | $8,422-74.0% | $8,066-72.8% | $6,690-67.2% |
| Admin fee / account holder | $287 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |