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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 | $92,565 | $95,188-2.8% | $76,518+21.0% | $135,380-31.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | 41.14% | 4.85%+36.3pp | -0.27%+41.4pp | 519.81%-478.7pp |
| Employer contribution / active EE | $1,674 | $3,303-49.3% | $2,647-36.8% | $4,779-65.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $85 | $6,249-98.6% | $4,849-98.2% | $10,828-99.2% |