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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 | $99,625 | $165,381-39.8% | $149,730-33.5% | $158,966-37.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 120364.17% | 348.29%+120015.9pp | 276.70%+120087.5pp | 302.95%+120061.2pp |
| Employer contribution / active EE | $1,360 | $5,104-73.4% | $4,645-70.7% | $4,762-71.4% |
| Participant deferral / active EE | $1,893 | $7,182-73.6% | $6,843-72.3% | $5,983-68.4% |
| Admin fee / account holder | $63 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |