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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 | $21,278 | $158,393-86.6% | $143,412-85.2% | $155,188-86.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 4.08% | 324.22%-320.1pp | 256.99%-252.9pp | 148.84%-144.8pp |
| Employer contribution / active EE | $10,655 | $3,911+172.4% | $3,748+184.3% | $4,248+150.8% |
| Participant deferral / active EE | $0 | $7,193-100.0% | $6,816-100.0% | $6,531-100.0% |
| Admin fee / account holder | $157 | $12,964-98.8% | $11,396-98.6% | $14,480-98.9% |