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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 | $33,422 | $160,040-79.1% | $147,096-77.3% | $145,877-77.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.90% | 98.49%-79.6pp | 419.75%-400.8pp | 551.28%-532.4pp |
| Employer contribution / active EE | $1,468 | $5,289-72.2% | $4,936-70.3% | $4,663-68.5% |
| Participant deferral / active EE | $2,524 | $8,429-70.1% | $8,071-68.7% | $6,691-62.3% |
| Admin fee / account holder | $132 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |