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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 | $57,240 | $176,120-67.5% | $159,487-64.1% | $167,553-65.8% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 16.36% | 331.95%-315.6pp | 263.71%-247.3pp | 478.89%-462.5pp |
| Employer contribution / active EE | $1,817 | $5,299-65.7% | $4,831-62.4% | $4,840-62.5% |
| Participant deferral / active EE | $2,035 | $7,752-73.7% | $7,354-72.3% | $6,343-67.9% |
| Admin fee / account holder | $185 | $12,561-98.5% | $10,804-98.3% | $12,316-98.5% |