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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 | $3,256 | $72,071-95.5% | $68,368-95.2% | $137,256-97.6% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.0%+11.3pp |
| Annual return | 25.10% | 353.14%-328.0pp | 292.57%-267.5pp | 220.34%-195.2pp |
| Employer contribution / active EE | $457 | $2,788-83.6% | $2,649-82.7% | $4,156-89.0% |
| Participant deferral / active EE | $585 | $4,410-86.7% | $4,123-85.8% | $6,407-90.9% |
| Admin fee / account holder | $167 | $5,336-96.9% | $5,150-96.8% | $12,270-98.6% |