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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 | $132,033 | $57,352+130.2% | $83,831+57.5% | $64,173+105.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -1.39% | 11.38%-12.8pp | 850.99%-852.4pp | 7.63%-9.0pp |
| Employer contribution / active EE | $11,379 | $2,546+347.0% | $3,631+213.4% | $2,381+378.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $126 | $4,046-96.9% | $5,479-97.7% | $4,887-97.4% |