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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 | $23,864 | $167,353-85.7% | $143,797-83.4% | $134,545-82.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | 912.09% | 0.48%+911.6pp | -0.04%+912.1pp | 418.37%+493.7pp |
| Employer contribution / active EE | $1,515 | $5,620-73.0% | $4,952-69.4% | $4,742-68.0% |
| Participant deferral / active EE | $1,886 | $6,447-70.8% | $5,638-66.6% | $6,401-70.5% |
| Admin fee / account holder | $245 | $18,096-98.6% | $14,679-98.3% | $11,431-97.9% |