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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 | $20,685 | $88,778-76.7% | $81,844-74.7% | $145,884-85.8% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+1.0pp | 80.3%-7.0pp |
| Annual return | 14.58% | 1033.03%-1018.4pp | 778.87%-764.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,937 | $3,087-4.9% | $2,916+0.7% | $4,662-37.0% |
| Participant deferral / active EE | $560 | $4,648-88.0% | $4,323-87.0% | $6,690-91.6% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |