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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 | $71,804 | $165,399-56.6% | $149,745-52.0% | $158,982-54.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.28% | 348.34%-333.1pp | 276.72%-261.4pp | 302.99%-287.7pp |
| Employer contribution / active EE | $12,202 | $5,105+139.0% | $4,646+162.6% | $4,763+156.2% |
| Participant deferral / active EE | $974 | $7,183-86.4% | $6,843-85.8% | $5,983-83.7% |
| Admin fee / account holder | $279 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |