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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 | $139,376 | $132,634+5.1% | $115,768+20.4% | $137,256+1.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.04% | 160.70%-147.7pp | 100.46%-87.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,287 | $3,360-61.7% | $2,940-56.2% | $4,156-69.0% |
| Participant deferral / active EE | $1,525 | $5,619-72.9% | $4,917-69.0% | $6,407-76.2% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |