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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 | $79,621 | $175,259-54.6% | $149,723-46.8% | $139,487-42.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.76% | 166.82%-155.1pp | 134.50%-122.7pp | 373.84%-362.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,700 | $6,522-73.9% | $5,682-70.1% | $6,713-74.7% |
| Admin fee / account holder | $105 | $16,158-99.4% | $13,215-99.2% | $11,407-99.1% |