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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 | $51,582 | $114,119-54.8% | $107,187-51.9% | $138,895-62.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.86% | 273.21%-258.3pp | 204.55%-189.7pp | 145.39%-130.5pp |
| Employer contribution / active EE | $11,084 | $4,059+173.1% | $3,782+193.1% | $4,194+164.3% |
| Participant deferral / active EE | $577 | $5,538-89.6% | $5,096-88.7% | $6,396-91.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |