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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 | $18,870 | $100,895-81.3% | $90,430-79.1% | $158,950-88.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.87% | 1725.54%-1717.7pp | 1293.73%-1285.9pp | 302.91%-295.0pp |
| Employer contribution / active EE | $2,627 | $3,689-28.8% | $3,262-19.5% | $4,762-44.8% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |