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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 | $69,799 | $148,582-53.0% | $135,942-48.7% | $139,456-49.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.49% | 79.26%-58.8pp | 68.28%-47.8pp | 373.45%-353.0pp |
| Employer contribution / active EE | $1,175 | $5,245-77.6% | $4,858-75.8% | $4,753-75.3% |
| Participant deferral / active EE | $2,250 | $8,101-72.2% | $7,759-71.0% | $6,711-66.5% |
| Admin fee / account holder | $117 | $12,402-99.1% | $10,764-98.9% | $11,407-99.0% |