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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 | $81,751 | $157,296-48.0% | $141,191-42.1% | $152,897-46.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.46% | 64.34%-47.9pp | 71.41%-55.0pp | 345.43%-329.0pp |
| Employer contribution / active EE | $9,695 | $5,262+84.2% | $4,736+104.7% | $4,764+103.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $224 | $12,125-98.2% | $10,264-97.8% | $11,599-98.1% |