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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 | $47,554 | $168,635-71.8% | $147,617-67.8% | $125,389-62.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.96% | 77.65%-75.7pp | 61.98%-60.0pp | 282.24%-280.3pp |
| Employer contribution / active EE | $2,196 | $6,252-64.9% | $5,564-60.5% | $4,866-54.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |