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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 | $67,627 | $148,623-54.5% | $135,974-50.3% | $139,466-51.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.27% | 79.30%-52.0pp | 68.30%-41.0pp | 373.66%-346.4pp |
| Employer contribution / active EE | $10,573 | $5,246+101.5% | $4,859+117.6% | $4,754+122.4% |
| Participant deferral / active EE | $166 | $8,103-97.9% | $7,760-97.9% | $6,712-97.5% |
| Admin fee / account holder | $168 | $12,406-98.6% | $10,767-98.4% | $11,409-98.5% |