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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 | $30,455 | $108,911-72.0% | $100,392-69.7% | $145,884-79.1% |
| Participation rate | 70.6% | 83.0%-12.4pp | 81.5%-10.9pp | 80.3%-9.7pp |
| Annual return | 11.69% | 58.23%-46.5pp | 49.45%-37.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,926 | $8,459-77.2% | $8,090-76.2% | $6,690-71.2% |
| Admin fee / account holder | $122 | $9,698-98.7% | $7,904-98.5% | $13,392-99.1% |