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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 | $249,710 | $87,546+185.2% | $75,784+229.5% | $125,389+99.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.84% | 13.49%-15.3pp | 9.68%-11.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $5,106 | $3,930+29.9% | $3,323+53.6% | $4,866+4.9% |
| Participant deferral / active EE | $706 | $4,230-83.3% | $3,652-80.7% | $5,352-86.8% |
| Admin fee / account holder | $107 | $6,503-98.4% | $5,300-98.0% | $9,541-98.9% |