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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 | $25,699 | $73,518-65.0% | $63,005-59.2% | $147,585-82.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.68% | 175.46%-165.8pp | 87.59%-77.9pp | 578.58%-568.9pp |
| Employer contribution / active EE | $2,922 | $3,322-12.1% | $2,760+5.9% | $4,876-40.1% |
| Participant deferral / active EE | $210 | $4,183-95.0% | $3,329-93.7% | $5,439-96.1% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |