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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 | $14,476 | $111,535-87.0% | $105,223-86.2% | $137,256-89.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.21% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,098 | $3,939-72.1% | $3,689-70.2% | $4,156-73.6% |
| Participant deferral / active EE | $1,230 | $5,500-77.6% | $5,072-75.7% | $6,407-80.8% |
| Admin fee / account holder | $230 | $9,721-97.6% | $8,859-97.4% | $12,270-98.1% |