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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 | $44,332 | $185,883-76.2% | $170,043-73.9% | $139,466-68.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 30.57% | 60.54%-30.0pp | 53.40%-22.8pp | 373.66%-343.1pp |
| Employer contribution / active EE | $2,616 | $7,596-65.6% | $6,790-61.5% | $4,754-45.0% |
| Participant deferral / active EE | $2,500 | $11,626-78.5% | $10,410-76.0% | $6,712-62.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |