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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 | $137,411 | $217,432-36.8% | $185,849-26.1% | $167,536-18.0% |
| Participation rate | 73.7% | 86.1%-12.4pp | 81.7%-8.0pp | 82.1%-8.4pp |
| Annual return | 19.46% | 148.42%-129.0pp | 122.10%-102.6pp | 478.82%-459.4pp |
| Employer contribution / active EE | $1,283 | $5,875-78.2% | $5,169-75.2% | $4,839-73.5% |
| Participant deferral / active EE | $1,911 | $6,357-69.9% | $5,569-65.7% | $6,342-69.9% |
| Admin fee / account holder | $16 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |