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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 | $198,893 | $152,587+30.3% | $125,175+58.9% | $152,870+30.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.29% | 54.84%-35.5pp | 43.79%-24.5pp | 345.34%-326.1pp |
| Employer contribution / active EE | $16,354 | $4,946+230.6% | $3,865+323.1% | $4,763+243.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,597-99.8% |