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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 | $39,140 | $160,028-75.5% | $147,080-73.4% | $145,884-73.2% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.50% | 98.60%-83.1pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,298 | $5,286-56.5% | $4,933-53.4% | $4,662-50.7% |
| Participant deferral / active EE | $2,538 | $8,422-69.9% | $8,066-68.5% | $6,690-62.1% |
| Admin fee / account holder | $117 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |