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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 | $36,375 | $157,304-76.9% | $141,197-74.2% | $152,909-76.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.81% | 64.34%-30.5pp | 71.41%-37.6pp | 345.46%-311.7pp |
| Employer contribution / active EE | $1,042 | $5,263-80.2% | $4,736-78.0% | $4,764-78.1% |
| Participant deferral / active EE | $1,593 | $7,111-77.6% | $6,710-76.3% | $5,851-72.8% |
| Admin fee / account holder | $170 | $12,126-98.6% | $10,265-98.3% | $11,601-98.5% |