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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 | $51,104 | $67,340-24.1% | $60,888-16.1% | $134,493-62.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.93% | 49.97%-69.9pp | 16.91%-36.8pp | 418.01%-437.9pp |
| Employer contribution / active EE | $4,408 | $3,096+42.3% | $2,702+63.1% | $4,740-7.0% |
| Participant deferral / active EE | $350 | $4,538-92.3% | $3,817-90.8% | $6,400-94.5% |
| Admin fee / account holder | $40 | $4,583-99.1% | $3,225-98.8% | $11,425-99.6% |