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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 | $22,519 | $114,119-80.3% | $107,187-79.0% | $138,895-83.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.38% | 273.21%-253.8pp | 204.55%-185.2pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,561 | $4,059-61.6% | $3,782-58.7% | $4,194-62.8% |
| Participant deferral / active EE | $734 | $5,538-86.8% | $5,096-85.6% | $6,396-88.5% |
| Admin fee / account holder | $243 | $10,024-97.6% | $9,162-97.3% | $12,562-98.1% |