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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 | $38,852 | $115,814-66.5% | $101,275-61.6% | $158,982-75.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 12.27% | 56.16%-43.9pp | 46.48%-34.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $11,010 | $4,176+163.7% | $3,660+200.8% | $4,763+131.2% |
| Participant deferral / active EE | $350 | $4,958-92.9% | $4,371-92.0% | $5,983-94.1% |
| Admin fee / account holder | $112 | $7,249-98.5% | $5,948-98.1% | $11,252-99.0% |