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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 | $25,719 | $107,368-76.0% | $92,915-72.3% | $152,909-83.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.58% | 145.64%-132.1pp | 109.45%-95.9pp | 345.46%-331.9pp |
| Employer contribution / active EE | $2,461 | $4,222-41.7% | $3,653-32.7% | $4,764-48.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $99 | $7,082-98.6% | $5,796-98.3% | $11,601-99.1% |