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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 | $148,811 | $95,188+56.3% | $76,518+94.5% | $135,380+9.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 28.15% | 4.85%+23.3pp | -0.27%+28.4pp | 519.81%-491.7pp |
| Employer contribution / active EE | $324 | $3,303-90.2% | $2,647-87.8% | $4,779-93.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |