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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 | $61,640 | $160,040-61.5% | $147,096-58.1% | $145,877-57.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.48% | 98.49%-80.0pp | 419.75%-401.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,596 | $5,289-69.8% | $4,936-67.7% | $4,663-65.8% |
| Participant deferral / active EE | $2,356 | $8,429-72.1% | $8,071-70.8% | $6,691-64.8% |
| Admin fee / account holder | $19 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |