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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 | $90,614 | $154,159-41.2% | $130,026-30.3% | $139,456-35.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.52% | 32.50%-6.0pp | -137.26%+163.8pp | 373.45%-346.9pp |
| Employer contribution / active EE | $61,991 | $5,292+1071.5% | $4,321+1334.6% | $4,753+1204.3% |
| Participant deferral / active EE | $467 | $6,710-93.0% | $5,821-92.0% | $6,711-93.0% |
| Admin fee / account holder | $244 | $14,001-98.3% | $10,608-97.7% | $11,407-97.9% |