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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 | $120,867 | $93,346+29.5% | $71,796+68.3% | $273,972-55.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.93% | 130.39%-126.5pp | 78.04%-74.1pp | 41.46%-37.5pp |
| Employer contribution / active EE | $5,998 | $2,733+119.4% | $1,924+211.7% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $239 | $6,571-96.4% | $4,815-95.0% | $10,133-97.6% |