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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 | $38,853 | $98,776-60.7% | $149,745-74.1% | $79,856-51.3% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.6%+14.2pp |
| Annual return | 16.57% | 27.38%-10.8pp | 276.72%-260.1pp | 31.71%-15.1pp |
| Employer contribution / active EE | $6,236 | $3,217+93.8% | $4,646+34.2% | $2,471+152.4% |
| Participant deferral / active EE | $1,235 | $5,681-78.3% | $6,843-81.9% | $3,741-67.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |