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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 | $101,235 | $167,522-39.6% | $151,639-33.2% | $134,532-24.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -19.73% | 7.81%-27.5pp | 3.34%-23.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $7,625 | $6,828+11.7% | $6,165+23.7% | $4,741+60.8% |
| Participant deferral / active EE | $3,026 | $8,986-66.3% | $8,363-63.8% | $6,401-52.7% |
| Admin fee / account holder | $4 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |