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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 | $216,919 | $165,939+30.7% | $122,354+77.3% | $147,586+47.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 41.53% | 34.56%+7.0pp | 30.28%+11.3pp | 578.59%-537.1pp |
| Employer contribution / active EE | $18,000 | $5,754+212.8% | $4,051+344.3% | $4,876+269.1% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17 | $7,425-99.8% | $5,479-99.7% | $10,886-99.8% |