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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 | $234,572 | $176,402+33.0% | $134,162+74.8% | $158,966+47.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.47% | 63.66%-59.2pp | 36.35%-31.9pp | 302.95%-298.5pp |
| Employer contribution / active EE | $14,561 | $5,042+188.8% | $3,705+293.0% | $4,762+205.7% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25 | $8,719-99.7% | $6,685-99.6% | $11,250-99.8% |