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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 | $201,877 | $142,392+41.8% | $119,622+68.8% | $134,532+50.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.15% | -12.46%+7.3pp | -14.98%+9.8pp | 418.27%-423.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $667 | $6,467-89.7% | $5,601-88.1% | $6,401-89.6% |
| Admin fee / account holder | $42 | $13,593-99.7% | $10,328-99.6% | $11,429-99.6% |