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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 | $21,173 | $160,070-86.8% | $147,117-85.6% | $145,897-85.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.23% | 98.69%-85.5pp | 420.54%-407.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,505 | $5,285-71.5% | $4,932-69.5% | $4,663-67.7% |
| Participant deferral / active EE | $1,812 | $8,419-78.5% | $8,065-77.5% | $6,689-72.9% |
| Admin fee / account holder | $77 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |