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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 | $68,494 | $198,457-65.5% | $170,435-59.8% | $147,586-53.6% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 17.70% | 257.30%-239.6pp | 205.94%-188.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,794 | $6,183-71.0% | $5,432-67.0% | $4,876-63.2% |
| Participant deferral / active EE | $1,468 | $5,629-73.9% | $4,939-70.3% | $5,439-73.0% |
| Admin fee / account holder | $172 | $16,852-99.0% | $13,881-98.8% | $10,886-98.4% |