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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 | $175,212-54.6% | $149,682-46.8% | $139,427-42.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.76% | 166.63%-154.9pp | 134.35%-122.6pp | 373.27%-361.5pp |
| Employer contribution / active EE | $0 | $5,475-100.0% | $4,818-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,700 | $6,520-73.9% | $5,681-70.1% | $6,711-74.7% |
| Admin fee / account holder | $105 | $16,150-99.3% | $13,210-99.2% | $11,404-99.1% |