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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 | $23,523 | $148,623-84.2% | $135,974-82.7% | $139,466-83.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.00% | 79.30%-66.3pp | 68.30%-55.3pp | 373.66%-360.7pp |
| Employer contribution / active EE | $3,398 | $5,246-35.2% | $4,859-30.1% | $4,754-28.5% |
| Participant deferral / active EE | $2,176 | $8,103-73.1% | $7,760-72.0% | $6,712-67.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |