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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 | $76,368-80.6% | $67,681-78.1% | $154,746-90.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.07% | 1066.77%-1051.7pp | 590.58%-575.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $640 | $3,151-79.7% | $2,678-76.1% | $4,379-85.4% |
| Participant deferral / active EE | $116 | $4,824-97.6% | $3,976-97.1% | $6,730-98.3% |
| Admin fee / account holder | $83 | $8,559-99.0% | $6,100-98.6% | $14,365-99.4% |