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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 | $51,541 | $137,414-62.5% | $189,537-72.8% | $85,847-40.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.86% | 38.14%-20.3pp | 555.34%-537.5pp | 318.61%-300.7pp |
| Employer contribution / active EE | $1,959 | $4,344-54.9% | $6,161-68.2% | $2,565-23.7% |
| Participant deferral / active EE | $2,855 | $6,260-54.4% | $8,220-65.3% | $3,952-27.8% |
| Admin fee / account holder | $191 | $8,630-97.8% | $12,048-98.4% | $6,261-96.9% |