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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 | $62,751 | $165,361-62.1% | $149,715-58.1% | $158,950-60.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 13.70% | 348.24%-334.5pp | 276.66%-263.0pp | 302.91%-289.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,497 | $7,182-79.2% | $6,842-78.1% | $5,983-75.0% |
| Admin fee / account holder | $18 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |