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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 | $30,029 | $168,635-82.2% | $147,617-79.7% | $125,389-76.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.75% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-283.0pp |
| Employer contribution / active EE | $3,630 | $6,252-41.9% | $5,564-34.8% | $4,866-25.4% |
| Participant deferral / active EE | $1,565 | $5,507-71.6% | $4,895-68.0% | $5,352-70.8% |
| Admin fee / account holder | $115 | $13,580-99.1% | $11,612-99.0% | $9,541-98.8% |