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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 | $17,462 | $75,832-77.0% | $147,617-88.2% | $59,633-70.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.93% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $528 | $3,485-84.9% | $5,564-90.5% | $2,203-76.0% |
| Participant deferral / active EE | $762 | $3,131-75.7% | $4,895-84.4% | $3,192-76.1% |
| Admin fee / account holder | $258 | $5,986-95.7% | $11,612-97.8% | $4,297-94.0% |