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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 | $98,826 | $103,000-4.1% | $90,300+9.4% | $152,885-35.4% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 28.80% | 95.19%-66.4pp | 78.11%-49.3pp | 345.39%-316.6pp |
| Employer contribution / active EE | $3,486 | $3,138+11.1% | $2,854+22.1% | $4,763-26.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |