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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 | $35,655 | $160,070-77.7% | $147,117-75.8% | $145,897-75.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.09% | 98.69%-87.6pp | 420.54%-409.5pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,678 | $5,285-68.2% | $4,932-66.0% | $4,663-64.0% |
| Participant deferral / active EE | $1,657 | $8,419-80.3% | $8,065-79.5% | $6,689-75.2% |
| Admin fee / account holder | $206 | $15,035-98.6% | $12,993-98.4% | $13,390-98.5% |