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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 | $29,873 | $148,623-79.9% | $135,974-78.0% | $139,466-78.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 175.35% | 79.30%+96.1pp | 68.30%+107.0pp | 373.66%-198.3pp |
| Employer contribution / active EE | $1,544 | $5,246-70.6% | $4,859-68.2% | $4,754-67.5% |
| Participant deferral / active EE | $2,435 | $8,103-70.0% | $7,760-68.6% | $6,712-63.7% |
| Admin fee / account holder | $80 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |