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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 | $139,972 | $160,028-12.5% | $147,080-4.8% | $145,884-4.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.83% | 98.60%-74.8pp | 420.17%-396.3pp | 551.85%-528.0pp |
| Employer contribution / active EE | $1,491 | $5,286-71.8% | $4,933-69.8% | $4,662-68.0% |
| Participant deferral / active EE | $1,638 | $8,422-80.6% | $8,066-79.7% | $6,690-75.5% |
| Admin fee / account holder | $67 | $15,030-99.6% | $12,989-99.5% | $13,392-99.5% |