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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 | $78,492 | $175,212-55.2% | $149,682-47.6% | $139,427-43.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.77% | 166.63%-149.9pp | 134.35%-117.6pp | 373.27%-356.5pp |
| Employer contribution / active EE | $2,980 | $5,475-45.6% | $4,818-38.2% | $4,752-37.3% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10 | $16,150-99.9% | $13,210-99.9% | $11,404-99.9% |