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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 | $23,215 | $165,361-86.0% | $149,715-84.5% | $158,950-85.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.31% | 348.24%-334.9pp | 276.66%-263.4pp | 302.91%-289.6pp |
| Employer contribution / active EE | $1,450 | $5,103-71.6% | $4,645-68.8% | $4,762-69.6% |
| Participant deferral / active EE | $1,770 | $7,182-75.4% | $6,842-74.1% | $5,983-70.4% |
| Admin fee / account holder | $137 | $10,808-98.7% | $9,310-98.5% | $11,248-98.8% |