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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 | $76,346 | $160,070-52.3% | $147,117-48.1% | $145,897-47.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 16.77% | 98.69%-81.9pp | 420.54%-403.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $5,766 | $5,285+9.1% | $4,932+16.9% | $4,663+23.7% |
| Participant deferral / active EE | $1,317 | $8,419-84.4% | $8,065-83.7% | $6,689-80.3% |
| Admin fee / account holder | $215 | $15,035-98.6% | $12,993-98.3% | $13,390-98.4% |