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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 | $25,112 | $133,998-81.3% | $112,263-77.6% | $134,545-81.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.57% | 47.17%-62.7pp | 27.49%-43.1pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,997 | $4,040-25.8% | $3,636-17.6% | $4,742-36.8% |
| Participant deferral / active EE | $965 | $5,292-81.8% | $4,729-79.6% | $6,401-84.9% |
| Admin fee / account holder | $18 | $7,493-99.8% | $6,410-99.7% | $11,431-99.8% |