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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 | $21,130 | $176,120-88.0% | $159,487-86.8% | $167,553-87.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.34% | 331.95%-317.6pp | 263.71%-249.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $2,272 | $5,299-57.1% | $4,831-53.0% | $4,840-53.1% |
| Participant deferral / active EE | $618 | $7,752-92.0% | $7,354-91.6% | $6,343-90.3% |
| Admin fee / account holder | $152 | $12,561-98.8% | $10,804-98.6% | $12,316-98.8% |