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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 | $167,340 | $152,619+9.6% | $125,195+33.7% | $152,909+9.4% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.5%+12.8pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,231 | $5,869-79.0% | $4,937-75.1% | $5,851-79.0% |
| Admin fee / account holder | $4 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |