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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 | $92,224 | $152,612-39.6% | $125,192-26.3% | $152,897-39.7% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 20.09% | 54.85%-34.8pp | 43.79%-23.7pp | 345.43%-325.3pp |
| Employer contribution / active EE | $4,507 | $4,947-8.9% | $3,866+16.6% | $4,764-5.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $89 | $13,437-99.3% | $9,704-99.1% | $11,599-99.2% |