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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 | $215,252 | $111,878+92.4% | $93,727+129.7% | $145,897+47.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 28.69% | 204.28%-175.6pp | 133.83%-105.1pp | 552.29%-523.6pp |
| Employer contribution / active EE | $849 | $3,092-72.5% | $2,421-64.9% | $4,663-81.8% |
| Participant deferral / active EE | $1,045 | $4,920-78.8% | $4,417-76.4% | $6,689-84.4% |
| Admin fee / account holder | $220 | $10,256-97.9% | $8,292-97.4% | $13,390-98.4% |