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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 | $81,372 | $106,008-23.2% | $92,240-11.8% | $147,586-44.9% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 16.68% | 50.05%-33.4pp | 176.29%-159.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,374 | $4,333-68.3% | $3,680-62.6% | $4,876-71.8% |
| Participant deferral / active EE | $1,082 | $4,478-75.8% | $3,897-72.2% | $5,439-80.1% |
| Admin fee / account holder | $8 | $6,333-99.9% | $5,194-99.8% | $10,886-99.9% |