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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 | $95,726 | $111,787-14.4% | $93,681+2.2% | $145,978-34.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.48% | 203.52%-186.0pp | 133.47%-116.0pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,222 | $3,093-28.2% | $2,422-8.3% | $4,662-52.3% |
| Participant deferral / active EE | $1,096 | $4,918-77.7% | $4,415-75.2% | $6,690-83.6% |
| Admin fee / account holder | $18 | $10,256-99.8% | $8,290-99.8% | $13,400-99.9% |