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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 | $159,934-77.7% | $147,005-75.7% | $145,959-75.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.09% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,678 | $5,287-68.3% | $4,934-66.0% | $4,661-64.0% |
| Participant deferral / active EE | $1,657 | $8,427-80.3% | $8,070-79.5% | $6,689-75.2% |
| Admin fee / account holder | $206 | $15,053-98.6% | $13,006-98.4% | $13,398-98.5% |