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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 | $73,009 | $78,705-7.2% | $117,857-38.1% | $70,131+4.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.21% | 23.30%-3.1pp | 335.09%-314.9pp | 73.14%-52.9pp |
| Employer contribution / active EE | $5,707 | $2,223+156.7% | $3,786+50.7% | $2,342+143.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |