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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 | $107,454 | $107,809-0.3% | $90,657+18.5% | $135,380-20.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 63.39% | -0.90%+64.3pp | 1.89%+61.5pp | 519.81%-456.4pp |
| Employer contribution / active EE | $3,333 | $3,018+10.5% | $2,532+31.7% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |