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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 | $130,196 | $157,304-17.2% | $141,197-7.8% | $152,909-14.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.47% | 64.34%-46.9pp | 71.41%-53.9pp | 345.46%-328.0pp |
| Employer contribution / active EE | $2,427 | $5,263-53.9% | $4,736-48.8% | $4,764-49.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $57 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |