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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 | $149,442 | $133,981+11.5% | $112,249+33.1% | $134,532+11.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 3.59% | 47.16%-43.6pp | 27.48%-23.9pp | 418.27%-414.7pp |
| Employer contribution / active EE | $1,738 | $4,040-57.0% | $3,636-52.2% | $4,741-63.3% |
| Participant deferral / active EE | $876 | $5,292-83.4% | $4,729-81.5% | $6,401-86.3% |
| Admin fee / account holder | $29 | $7,492-99.6% | $6,412-99.6% | $11,429-99.7% |