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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 | $91,462 | $172,111-46.9% | $150,298-39.1% | $137,256-33.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 13.42% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,535 | $4,636-66.9% | $4,154-63.0% | $4,156-63.1% |
| Participant deferral / active EE | $1,137 | $6,166-81.6% | $5,453-79.1% | $6,407-82.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |