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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 | $10,031 | $111,535-91.0% | $105,223-90.5% | $137,256-92.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 19.22% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $976 | $3,939-75.2% | $3,689-73.5% | $4,156-76.5% |
| Participant deferral / active EE | $1,381 | $5,500-74.9% | $5,072-72.8% | $6,407-78.4% |
| Admin fee / account holder | $27 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |