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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 | $34,251 | $166,131-79.4% | $164,975-79.2% | $145,877-76.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 16.24% | 100.37%-84.1pp | 70.12%-53.9pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,533 | $5,276-52.0% | $4,343-41.7% | $4,663-45.7% |
| Participant deferral / active EE | $1,813 | $6,962-74.0% | $6,033-69.9% | $6,691-72.9% |
| Admin fee / account holder | $120 | $16,648-99.3% | $12,688-99.1% | $13,402-99.1% |