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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 | $165,351-56.6% | $149,710-52.0% | $158,931-54.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.28% | 348.19%-332.9pp | 276.63%-261.3pp | 302.86%-287.6pp |
| Employer contribution / active EE | $12,202 | $5,103+139.1% | $4,645+162.7% | $4,761+156.3% |
| Participant deferral / active EE | $974 | $7,181-86.4% | $6,842-85.8% | $5,982-83.7% |
| Admin fee / account holder | $279 | $10,807-97.4% | $9,309-97.0% | $11,247-97.5% |