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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 | $30,215 | $157,829-80.9% | $136,867-77.9% | $198,609-84.8% |
| Participation rate | 93.3% | 77.2%+16.2pp | 74.5%+18.8pp | 82.4%+11.0pp |
| Annual return | 11.12% | 51.25%-40.1pp | 42.97%-31.9pp | 202.70%-191.6pp |
| Employer contribution / active EE | $1,333 | $3,923-66.0% | $3,547-62.4% | $5,055-73.6% |
| Participant deferral / active EE | $1,666 | $5,463-69.5% | $4,924-66.2% | $6,977-76.1% |
| Admin fee / account holder | $32 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |