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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 | $16,606 | $129,737-87.2% | $119,126-86.1% | $154,746-89.3% |
| Participation rate | 86.4% | 78.9%+7.5pp | 75.8%+10.6pp | 80.7%+5.7pp |
| Annual return | 18.17% | 379.08%-360.9pp | 282.11%-263.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $4,545 | $4,375+3.9% | $4,034+12.7% | $4,379+3.8% |
| Participant deferral / active EE | $1,193 | $5,842-79.6% | $5,318-77.6% | $6,730-82.3% |
| Admin fee / account holder | $96 | $11,961-99.2% | $10,693-99.1% | $14,365-99.3% |