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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 | $34,443 | $152,619-77.4% | $125,195-72.5% | $152,909-77.5% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 12.02% | 54.85%-42.8pp | 43.79%-31.8pp | 345.46%-333.4pp |
| Employer contribution / active EE | $8,333 | $4,947+68.4% | $3,866+115.5% | $4,764+74.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $268 | $13,437-98.0% | $9,704-97.2% | $11,601-97.7% |