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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 | $44,557 | $103,000-56.7% | $90,300-50.7% | $152,885-70.9% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.0pp | 82.5%-10.2pp |
| Annual return | 23.11% | 95.19%-72.1pp | 78.11%-55.0pp | 345.39%-322.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $588 | $4,281-86.3% | $3,884-84.9% | $5,851-89.9% |
| Admin fee / account holder | $123 | $6,173-98.0% | $5,353-97.7% | $11,598-98.9% |