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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 | $41,869 | $157,829-73.5% | $136,867-69.4% | $198,609-78.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 15.90% | 51.25%-35.3pp | 42.97%-27.1pp | 202.70%-186.8pp |
| Employer contribution / active EE | $2,215 | $3,923-43.5% | $3,547-37.6% | $5,055-56.2% |
| Participant deferral / active EE | $1,560 | $5,463-71.4% | $4,924-68.3% | $6,977-77.6% |
| Admin fee / account holder | $20 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |