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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 | $124,579 | $115,814+7.6% | $101,275+23.0% | $158,982-21.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 17.50% | 56.16%-38.7pp | 46.48%-29.0pp | 302.99%-285.5pp |
| Employer contribution / active EE | $6,650 | $4,176+59.2% | $3,660+81.7% | $4,763+39.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |