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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 | $53,650 | $185,312-71.0% | $161,489-66.8% | $154,746-65.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.80% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,140 | $4,769-76.1% | $4,268-73.3% | $4,379-74.0% |
| Participant deferral / active EE | $1,140 | $6,350-82.0% | $5,630-79.8% | $6,730-83.1% |
| Admin fee / account holder | $204 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |