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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 | $129,095 | $209,428-38.4% | $178,498-27.7% | $158,950-18.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.33% | 188.78%-174.5pp | 151.09%-136.8pp | 302.91%-288.6pp |
| Employer contribution / active EE | $4,147 | $5,707-27.3% | $5,011-17.3% | $4,762-12.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $69 | $17,077-99.6% | $13,985-99.5% | $11,248-99.4% |