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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 | $159,978-12.5% | $147,041-4.8% | $145,978-4.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.83% | 98.36%-74.5pp | 419.21%-395.4pp | 550.52%-526.7pp |
| Employer contribution / active EE | $1,491 | $5,288-71.8% | $4,935-69.8% | $4,662-68.0% |
| Participant deferral / active EE | $1,638 | $8,429-80.6% | $8,071-79.7% | $6,690-75.5% |
| Admin fee / account holder | $67 | $15,053-99.6% | $13,006-99.5% | $13,400-99.5% |