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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 | $58,934 | $107,363-45.1% | $92,909-36.6% | $152,897-61.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.19% | 145.63%-124.4pp | 109.44%-88.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $4,167 | $4,222-1.3% | $3,653+14.0% | $4,764-12.5% |
| Participant deferral / active EE | $950 | $4,848-80.4% | $4,238-77.6% | $5,851-83.8% |
| Admin fee / account holder | $31 | $7,082-99.6% | $5,795-99.5% | $11,599-99.7% |