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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 | $187,392 | $98,240+90.7% | $82,313+127.7% | $147,585+27.0% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 12.38% | 30.85%-18.5pp | 25.88%-13.5pp | 578.58%-566.2pp |
| Employer contribution / active EE | $6,958 | $3,192+118.0% | $2,428+186.6% | $4,876+42.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $165 | $8,563-98.1% | $5,608-97.1% | $10,886-98.5% |