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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 | $34,104 | $165,399-79.4% | $149,745-77.2% | $158,982-78.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.04% | 348.34%-333.3pp | 276.72%-261.7pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,260 | $5,105-75.3% | $4,646-72.9% | $4,763-73.6% |
| Participant deferral / active EE | $1,535 | $7,183-78.6% | $6,843-77.6% | $5,983-74.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |