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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 | $111,785+92.6% | $93,669+129.8% | $145,877+47.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 28.69% | 203.79%-175.1pp | 133.59%-104.9pp | 551.28%-522.6pp |
| Employer contribution / active EE | $849 | $3,096-72.6% | $2,424-65.0% | $4,663-81.8% |
| Participant deferral / active EE | $1,045 | $4,919-78.8% | $4,416-76.3% | $6,691-84.4% |
| Admin fee / account holder | $220 | $10,256-97.9% | $8,291-97.4% | $13,402-98.4% |