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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 | $29,651 | $88,778-66.6% | $81,844-63.8% | $145,884-79.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 16.82% | 1033.03%-1016.2pp | 778.87%-762.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,924 | $3,087-37.7% | $2,916-34.0% | $4,662-58.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $59 | $8,430-99.3% | $7,355-99.2% | $13,392-99.6% |