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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 | $2,920 | $72,071-95.9% | $68,368-95.7% | $137,256-97.9% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.0%-3.5pp |
| Annual return | 33.16% | 353.14%-320.0pp | 292.57%-259.4pp | 220.34%-187.2pp |
| Employer contribution / active EE | $516 | $2,788-81.5% | $2,649-80.5% | $4,156-87.6% |
| Participant deferral / active EE | $518 | $4,410-88.2% | $4,123-87.4% | $6,407-91.9% |
| Admin fee / account holder | $39 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |