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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 | $14,794 | $68,097-78.3% | $62,929-76.5% | $137,256-89.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.07% | 1859.11%-1844.0pp | 1063.93%-1048.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $640 | $2,811-77.2% | $2,505-74.4% | $4,156-84.6% |
| Participant deferral / active EE | $116 | $4,553-97.5% | $3,888-97.0% | $6,407-98.2% |
| Admin fee / account holder | $83 | $6,521-98.7% | $5,065-98.4% | $12,270-99.3% |