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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 | $71,975 | $175,259-58.9% | $149,723-51.9% | $139,487-48.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 14.79% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $11,047 | $5,478+101.6% | $4,821+129.1% | $4,755+132.3% |
| Participant deferral / active EE | $303 | $6,522-95.4% | $5,682-94.7% | $6,713-95.5% |
| Admin fee / account holder | $227 | $16,158-98.6% | $13,215-98.3% | $11,407-98.0% |