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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 | $127,040 | $217,427-41.6% | $185,837-31.6% | $167,518-24.2% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 18.15% | 148.39%-130.2pp | 122.08%-103.9pp | 478.71%-460.6pp |
| Employer contribution / active EE | $2,467 | $5,874-58.0% | $5,168-52.3% | $4,838-49.0% |
| Participant deferral / active EE | $406 | $6,357-93.6% | $5,568-92.7% | $6,342-93.6% |
| Admin fee / account holder | $134 | $19,816-99.3% | $16,241-99.2% | $12,312-98.9% |