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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 | $29,327 | $107,368-72.7% | $92,915-68.4% | $152,909-80.8% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.5%+2.2pp |
| Annual return | 24.17% | 145.64%-121.5pp | 109.45%-85.3pp | 345.46%-321.3pp |
| Employer contribution / active EE | $1,193 | $4,222-71.7% | $3,653-67.4% | $4,764-75.0% |
| Participant deferral / active EE | $1,193 | $4,848-75.4% | $4,238-71.9% | $5,851-79.6% |
| Admin fee / account holder | $257 | $7,082-96.4% | $5,796-95.6% | $11,601-97.8% |