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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 | $79,251 | $152,619-48.1% | $125,195-36.7% | $152,909-48.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.92% | 54.85%-31.9pp | 43.79%-20.9pp | 345.46%-322.5pp |
| Employer contribution / active EE | $6,116 | $4,947+23.6% | $3,866+58.2% | $4,764+28.4% |
| Participant deferral / active EE | $686 | $5,869-88.3% | $4,937-86.1% | $5,851-88.3% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |