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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 | $17,598 | $95,979-81.7% | $74,551-76.4% | $135,380-87.0% |
| Participation rate | 95.2% | 75.7%+19.6pp | 69.1%+26.1pp | 82.6%+12.6pp |
| Annual return | -8.77% | 56.97%-65.7pp | 32.53%-41.3pp | 519.81%-528.6pp |
| Employer contribution / active EE | $428 | $2,716-84.2% | $1,961-78.2% | $4,779-91.0% |
| Participant deferral / active EE | $434 | $3,844-88.7% | $3,108-86.0% | $5,609-92.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |