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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 | $62,623 | $165,381-62.1% | $149,730-58.2% | $158,966-60.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.22% | 348.29%-339.1pp | 276.70%-267.5pp | 302.95%-293.7pp |
| Employer contribution / active EE | $1,859 | $5,104-63.6% | $4,645-60.0% | $4,762-61.0% |
| Participant deferral / active EE | $1,900 | $7,182-73.5% | $6,843-72.2% | $5,983-68.2% |
| Admin fee / account holder | -$30 | $10,809-100.3% | $9,310-100.3% | $11,250-100.3% |