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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 | $51,539 | $97,732-47.3% | $83,831-38.5% | $135,380-61.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -4.97% | 1287.56%-1292.5pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,500 | $4,222-40.8% | $3,631-31.2% | $4,779-47.7% |
| Participant deferral / active EE | $269 | $4,683-94.3% | $4,082-93.4% | $5,609-95.2% |
| Admin fee / account holder | $12 | $6,675-99.8% | $5,479-99.8% | $10,828-99.9% |