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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 | $186,505 | $95,915+94.4% | $79,580+134.4% | $134,532+38.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 24.66% | -2.71%+27.4pp | 0.15%+24.5pp | 418.27%-393.6pp |
| Employer contribution / active EE | $5,263 | $3,129+68.2% | $2,413+118.1% | $4,741+11.0% |
| Participant deferral / active EE | $1,032 | $4,693-78.0% | $3,985-74.1% | $6,401-83.9% |
| Admin fee / account holder | $185 | $9,132-98.0% | $6,835-97.3% | $11,429-98.4% |