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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 | $55,382 | $201,372-72.5% | $184,260-69.9% | $145,884-62.0% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 240.28% | 29.04%+211.2pp | 28.84%+211.4pp | 551.85%-311.6pp |
| Employer contribution / active EE | $2,198 | $7,024-68.7% | $6,427-65.8% | $4,662-52.8% |
| Participant deferral / active EE | $2,174 | $9,808-77.8% | $9,133-76.2% | $6,690-67.5% |
| Admin fee / account holder | $125 | $16,362-99.2% | $13,898-99.1% | $13,392-99.1% |