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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 | $6,698 | $88,702-92.4% | $81,780-91.8% | $145,978-95.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.83% | 1029.12%-1016.3pp | 776.27%-763.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,005 | $3,084-67.4% | $2,914-65.5% | $4,662-78.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $66 | $8,414-99.2% | $7,384-99.1% | $13,400-99.5% |