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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 | $45,785 | $103,038-55.6% | $90,324-49.3% | $152,909-70.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 22.63% | 95.25%-72.6pp | 78.15%-55.5pp | 345.46%-322.8pp |
| Employer contribution / active EE | $304 | $3,141-90.3% | $2,856-89.3% | $4,764-93.6% |
| Participant deferral / active EE | $418 | $4,282-90.2% | $3,885-89.2% | $5,851-92.9% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |