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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 | $214,366 | $107,030+100.3% | $73,550+191.5% | $147,586+45.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 23.27% | 38.25%-15.0pp | -15.16%+38.4pp | 578.59%-555.3pp |
| Employer contribution / active EE | $10,000 | $1,760+468.0% | $1,219+720.3% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |