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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 | $180,308 | $167,353+7.7% | $143,797+25.4% | $134,545+34.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.65% | 0.48%-17.1pp | -0.04%-16.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $9,779 | $5,620+74.0% | $4,952+97.5% | $4,742+106.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $196 | $18,096-98.9% | $14,679-98.7% | $11,431-98.3% |