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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 | $53,597 | $111,787-52.1% | $93,681-42.8% | $145,978-63.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.63% | 203.52%-186.9pp | 133.47%-116.8pp | 550.52%-533.9pp |
| Employer contribution / active EE | $8,624 | $3,093+178.8% | $2,422+256.0% | $4,662+85.0% |
| Participant deferral / active EE | $819 | $4,918-83.3% | $4,415-81.4% | $6,690-87.8% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |