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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 | $26,964 | $155,833-82.7% | $124,693-78.4% | $167,536-83.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.03% | 17.98%-5.9pp | 5144.19%-5132.2pp | 478.82%-466.8pp |
| Employer contribution / active EE | $1,746 | $4,164-58.1% | $3,324-47.5% | $4,839-63.9% |
| Participant deferral / active EE | $749 | $5,675-86.8% | $4,615-83.8% | $6,342-88.2% |
| Admin fee / account holder | $248 | $9,534-97.4% | $7,494-96.7% | $12,315-98.0% |