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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 | $70,366-95.9% | $66,674-95.6% | $138,895-97.9% |
| Participation rate | 76.5% | 76.2%+0.3pp | 73.7%+2.8pp | 79.9%-3.4pp |
| Annual return | 33.16% | 386.41%-353.3pp | 321.24%-288.1pp | 145.39%-112.2pp |
| Employer contribution / active EE | $516 | $2,765-81.4% | $2,620-80.3% | $4,194-87.7% |
| Participant deferral / active EE | $518 | $4,374-88.2% | $4,084-87.3% | $6,396-91.9% |
| Admin fee / account holder | $39 | $5,262-99.3% | $5,098-99.2% | $12,562-99.7% |