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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 | $45,633 | $176,120-74.1% | $159,487-71.4% | $167,553-72.8% |
| Participation rate | 92.9% | 85.0%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 15.71% | 331.95%-316.2pp | 263.71%-248.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $995 | $5,299-81.2% | $4,831-79.4% | $4,840-79.5% |
| Participant deferral / active EE | $1,229 | $7,752-84.1% | $7,354-83.3% | $6,343-80.6% |
| Admin fee / account holder | $293 | $12,561-97.7% | $10,804-97.3% | $12,316-97.6% |