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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 | $142,354-2.1% | $125,529+11.0% | $155,188-10.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.04% | 306.06%-293.0pp | 202.56%-189.5pp | 148.84%-135.8pp |
| Employer contribution / active EE | $1,287 | $3,501-63.3% | $3,058-57.9% | $4,248-69.7% |
| Participant deferral / active EE | $1,525 | $5,491-72.2% | $4,813-68.3% | $6,531-76.7% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |