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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 | $91,692 | $84,741+8.2% | $75,731+21.1% | $167,553-45.3% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 18.77% | 199.72%-181.0pp | 104.65%-85.9pp | 478.89%-460.1pp |
| Employer contribution / active EE | $1,667 | $3,230-48.4% | $2,743-39.2% | $4,840-65.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $176 | $5,361-96.7% | $3,620-95.1% | $12,316-98.6% |