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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 | $13,851 | $100,970-86.3% | $96,576-85.7% | $137,256-89.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 298.48% | 38.16%+260.3pp | 38.47%+260.0pp | 220.34%+78.1pp |
| Employer contribution / active EE | $1,179 | $3,809-69.0% | $3,553-66.8% | $4,156-71.6% |
| Participant deferral / active EE | $1,200 | $8,286-85.5% | $7,956-84.9% | $6,407-81.3% |
| Admin fee / account holder | $80 | $11,312-99.3% | $11,381-99.3% | $12,270-99.3% |