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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 | $162,476 | $226,105-28.1% | $182,540-11.0% | $152,897+6.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.27% | 192.58%-178.3pp | 148.58%-134.3pp | 345.43%-331.2pp |
| Employer contribution / active EE | $710 | $4,978-85.7% | $4,076-82.6% | $4,764-85.1% |
| Participant deferral / active EE | $677 | $6,370-89.4% | $5,525-87.7% | $5,851-88.4% |
| Admin fee / account holder | $155 | $10,706-98.6% | $8,593-98.2% | $11,599-98.7% |