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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 | $30,819 | $165,381-81.4% | $149,730-79.4% | $158,966-80.6% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 16.82% | 348.29%-331.5pp | 276.70%-259.9pp | 302.95%-286.1pp |
| Employer contribution / active EE | $4,045 | $5,104-20.8% | $4,645-12.9% | $4,762-15.1% |
| Participant deferral / active EE | $1,857 | $7,182-74.1% | $6,843-72.9% | $5,983-69.0% |
| Admin fee / account holder | $149 | $10,809-98.6% | $9,310-98.4% | $11,250-98.7% |