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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 | $244,609 | $162,821+50.2% | $133,978+82.6% | $158,982+53.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.91% | 41.95%-27.0pp | 45.10%-30.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $16,062 | $4,976+222.8% | $3,919+309.8% | $4,763+237.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |