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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 | $22,667 | $100,792-77.5% | $86,691-73.9% | $134,509-83.1% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -19.75% | 29.08%-48.8pp | 35.94%-55.7pp | 418.13%-437.9pp |
| Employer contribution / active EE | $7,143 | $3,491+104.6% | $2,837+151.8% | $4,741+50.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $223 | $10,924-98.0% | $7,492-97.0% | $11,427-98.0% |