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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 | $134,817-79.1% | $123,973-77.3% | $155,188-81.9% |
| Participation rate | 93.8% | 79.4%+14.4pp | 76.7%+17.1pp | 80.8%+12.9pp |
| Annual return | 15.35% | 515.49%-500.1pp | 388.13%-372.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,777 | $4,425-37.2% | $4,126-32.7% | $4,248-34.6% |
| Participant deferral / active EE | $1,684 | $5,706-70.5% | $5,247-67.9% | $6,531-74.2% |
| Admin fee / account holder | $43 | $13,245-99.7% | $11,799-99.6% | $14,480-99.7% |