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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 | $30,170 | $91,167-66.9% | $178,498-83.1% | $79,858-62.2% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 19.94% | 24.19%-4.2pp | 151.09%-131.2pp | 31.72%-11.8pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $80 | $3,236-97.5% | $5,202-98.5% | $3,740-97.9% |
| Admin fee / account holder | $1 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |