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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 | $39,061 | $114,073-65.8% | $96,161-59.4% | $167,518-76.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.95% | 189.95%-181.0pp | 192.01%-183.1pp | 478.71%-469.8pp |
| Employer contribution / active EE | $933 | $3,428-72.8% | $2,798-66.6% | $4,838-80.7% |
| Participant deferral / active EE | $963 | $5,195-81.5% | $4,349-77.9% | $6,342-84.8% |
| Admin fee / account holder | $244 | $6,899-96.5% | $5,538-95.6% | $12,312-98.0% |