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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 | $23,739 | $176,105-86.5% | $159,474-85.1% | $167,536-85.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.39% | 331.91%-316.5pp | 263.68%-248.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $5,153 | $5,299-2.7% | $4,831+6.7% | $4,839+6.5% |
| Participant deferral / active EE | $1,939 | $7,751-75.0% | $7,353-73.6% | $6,342-69.4% |
| Admin fee / account holder | $255 | $12,559-98.0% | $10,802-97.6% | $12,315-97.9% |