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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 | $66,765 | $136,214-51.0% | $98,775-32.4% | $167,536-60.1% |
| Participation rate | 85.7% | 70.2%+15.5pp | 65.7%+20.0pp | 82.1%+3.6pp |
| Annual return | 7.69% | 67.53%-59.8pp | 49.92%-42.2pp | 478.82%-471.1pp |
| Employer contribution / active EE | $17,574 | $2,631+567.8% | $2,067+750.0% | $4,839+263.2% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,315-100.0% |