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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 | $27,239 | $167,362-83.7% | $143,799-81.1% | $134,532-79.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.75% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $6,394 | $5,620+13.8% | $4,952+29.1% | $4,741+34.9% |
| Participant deferral / active EE | $2,093 | $6,447-67.5% | $5,638-62.9% | $6,401-67.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |