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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 | $220,641 | $95,975+129.9% | $74,552+196.0% | $135,377+63.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 10.17% | 56.96%-46.8pp | 32.53%-22.4pp | 519.75%-509.6pp |
| Employer contribution / active EE | $10,000 | $2,716+268.2% | $1,961+410.0% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,828-100.0% |