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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 | $183,819 | $70,366+161.2% | $66,674+175.7% | $138,895+32.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.05% | 386.41%-368.4pp | 321.24%-303.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,565 | $2,765-7.2% | $2,620-2.1% | $4,194-38.9% |
| Participant deferral / active EE | $400 | $4,374-90.9% | $4,084-90.2% | $6,396-93.7% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |