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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 | $48,544 | $115,810-58.1% | $101,271-52.1% | $158,966-69.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 16.17% | 56.15%-40.0pp | 46.48%-30.3pp | 302.95%-286.8pp |
| Employer contribution / active EE | $3,805 | $4,175-8.9% | $3,660+4.0% | $4,762-20.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |