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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 | $28,144 | $129,737-78.3% | $119,126-76.4% | $154,746-81.8% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 15.35% | 379.08%-363.7pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,777 | $4,375-36.5% | $4,034-31.2% | $4,379-36.6% |
| Participant deferral / active EE | $1,684 | $5,842-71.2% | $5,318-68.3% | $6,730-75.0% |
| Admin fee / account holder | $43 | $11,961-99.6% | $10,693-99.6% | $14,365-99.7% |