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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 | $32,358 | $107,368-69.9% | $92,915-65.2% | $152,909-78.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.52% | 145.64%-130.1pp | 109.45%-93.9pp | 345.46%-329.9pp |
| Employer contribution / active EE | $2,829 | $4,222-33.0% | $3,653-22.6% | $4,764-40.6% |
| Participant deferral / active EE | $700 | $4,848-85.6% | $4,238-83.5% | $5,851-88.0% |
| Admin fee / account holder | $14 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |