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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 | $22,131 | $108,911-79.7% | $100,392-78.0% | $145,884-84.8% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.48% | 58.23%-44.7pp | 49.45%-36.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $805 | $4,420-81.8% | $3,941-79.6% | $4,662-82.7% |
| Participant deferral / active EE | $2,116 | $8,459-75.0% | $8,090-73.8% | $6,690-68.4% |
| Admin fee / account holder | $155 | $9,698-98.4% | $7,904-98.0% | $13,392-98.8% |