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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 | $66,717 | $168,635-60.4% | $147,617-54.8% | $125,389-46.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.27% | 77.65%-77.4pp | 61.98%-61.7pp | 282.24%-282.0pp |
| Employer contribution / active EE | $3,213 | $6,252-48.6% | $5,564-42.3% | $4,866-34.0% |
| Participant deferral / active EE | $960 | $5,507-82.6% | $4,895-80.4% | $5,352-82.1% |
| Admin fee / account holder | $24 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |