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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 | $69,337 | $166,089-58.3% | $164,928-58.0% | $145,978-52.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 19.29% | 100.26%-81.0pp | 70.08%-50.8pp | 550.52%-531.2pp |
| Employer contribution / active EE | $17,488 | $5,276+231.4% | $4,343+302.6% | $4,662+275.1% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $136 | $16,641-99.2% | $12,684-98.9% | $13,400-99.0% |