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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 | $38,264 | $114,119-66.5% | $107,187-64.3% | $138,895-72.5% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 79.9%+14.2pp |
| Annual return | 12.20% | 273.21%-261.0pp | 204.55%-192.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $3,824 | $4,059-5.8% | $3,782+1.1% | $4,194-8.8% |
| Participant deferral / active EE | $1,322 | $5,538-76.1% | $5,096-74.1% | $6,396-79.3% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |