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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 | $44,136 | $115,810-61.9% | $101,271-56.4% | $158,966-72.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 22.01% | 56.15%-34.1pp | 46.48%-24.5pp | 302.95%-280.9pp |
| Employer contribution / active EE | $12,454 | $4,175+198.3% | $3,660+240.3% | $4,762+161.5% |
| Participant deferral / active EE | $854 | $4,958-82.8% | $4,371-80.5% | $5,983-85.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |