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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 | $167,331 | $165,361+1.2% | $149,715+11.8% | $158,950+5.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.89% | 348.24%-332.3pp | 276.66%-260.8pp | 302.91%-287.0pp |
| Employer contribution / active EE | $1,567 | $5,103-69.3% | $4,645-66.3% | $4,762-67.1% |
| Participant deferral / active EE | $1,754 | $7,182-75.6% | $6,842-74.4% | $5,983-70.7% |
| Admin fee / account holder | $219 | $10,808-98.0% | $9,310-97.6% | $11,248-98.0% |