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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 | $143,794 | $142,409+1.0% | $119,634+20.2% | $134,545+6.9% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -7.39% | -12.46%+5.1pp | -14.98%+7.6pp | 418.37%-425.8pp |
| Employer contribution / active EE | $11,111 | $5,224+112.7% | $4,232+162.5% | $4,742+134.3% |
| Participant deferral / active EE | $1,641 | $6,468-74.6% | $5,601-70.7% | $6,401-74.4% |
| Admin fee / account holder | $3 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |