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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 | $47,072 | $165,381-71.5% | $149,730-68.6% | $158,966-70.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.31% | 348.29%-336.0pp | 276.70%-264.4pp | 302.95%-290.6pp |
| Employer contribution / active EE | $3,580 | $5,104-29.9% | $4,645-22.9% | $4,762-24.8% |
| Participant deferral / active EE | $1,050 | $7,182-85.4% | $6,843-84.7% | $5,983-82.5% |
| Admin fee / account holder | $181 | $10,809-98.3% | $9,310-98.1% | $11,250-98.4% |