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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 | $68,338 | $137,414-50.3% | $189,545-63.9% | $85,851-20.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 87.8%+2.2pp | 69.3%+20.7pp |
| Annual return | 53.15% | 38.14%+15.0pp | 555.36%-502.2pp | 318.63%-265.5pp |
| Employer contribution / active EE | $4,829 | $4,344+11.2% | $6,162-21.6% | $2,565+88.2% |
| Participant deferral / active EE | $1,909 | $6,260-69.5% | $8,220-76.8% | $3,952-51.7% |
| Admin fee / account holder | $34 | $8,630-99.6% | $12,049-99.7% | $6,261-99.5% |