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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 | $57,613 | $150,447-61.7% | $136,298-57.7% | $147,586-61.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 1601.50% | 1049.15%+552.3pp | 5156.27%-3554.8pp | 578.59%+1022.9pp |
| Employer contribution / active EE | $1,134 | $5,256-78.4% | $4,696-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $1,134 | $6,631-82.9% | $6,247-81.9% | $5,439-79.2% |
| Admin fee / account holder | $39 | $10,906-99.6% | $9,244-99.6% | $10,886-99.6% |