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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 | $27,857 | $81,696-65.9% | $70,494-60.5% | $158,982-82.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.00% | 208.70%-193.7pp | 109.16%-94.2pp | 302.99%-288.0pp |
| Employer contribution / active EE | $3,589 | $3,220+11.5% | $2,738+31.1% | $4,763-24.7% |
| Participant deferral / active EE | $792 | $4,558-82.6% | $3,711-78.7% | $5,983-86.8% |
| Admin fee / account holder | $77 | $6,200-98.8% | $3,848-98.0% | $11,252-99.3% |