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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 | $124,700 | $109,372+14.0% | $89,414+39.5% | $158,966-21.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.67% | 345.55%-335.9pp | 245.50%-235.8pp | 302.95%-293.3pp |
| Employer contribution / active EE | $1,544 | $3,171-51.3% | $2,586-40.3% | $4,762-67.6% |
| Participant deferral / active EE | $351 | $4,598-92.4% | $3,890-91.0% | $5,983-94.1% |
| Admin fee / account holder | $46 | $6,156-99.2% | $4,883-99.1% | $11,250-99.6% |