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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 | $88,710 | $160,040-44.6% | $147,096-39.7% | $145,877-39.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 29.89% | 98.49%-68.6pp | 419.75%-389.9pp | 551.28%-521.4pp |
| Employer contribution / active EE | $10,150 | $5,289+91.9% | $4,936+105.6% | $4,663+117.7% |
| Participant deferral / active EE | $801 | $8,429-90.5% | $8,071-90.1% | $6,691-88.0% |
| Admin fee / account holder | $127 | $15,050-99.2% | $13,005-99.0% | $13,402-99.0% |