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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 | $108,961 | $107,809+1.1% | $90,657+20.2% | $135,379-19.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -0.07% | -0.90%+0.8pp | 1.89%-2.0pp | 519.79%-519.9pp |
| Employer contribution / active EE | $55,000 | $3,018+1722.5% | $2,532+2072.4% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39 | $5,931-99.3% | $4,994-99.2% | $10,828-99.6% |