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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 | $28,129 | $100,203-71.9% | $85,240-67.0% | $145,897-80.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.45% | 84.28%-71.8pp | 66.75%-54.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,540 | $3,242-21.7% | $2,735-7.1% | $4,663-45.5% |
| Participant deferral / active EE | $206 | $5,299-96.1% | $4,527-95.4% | $6,689-96.9% |
| Admin fee / account holder | $7 | $7,265-99.9% | $6,165-99.9% | $13,390-99.9% |