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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 | $27,107 | $111,830-75.8% | $93,696-71.1% | $145,884-81.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 12.55% | 204.08%-191.5pp | 133.74%-121.2pp | 551.85%-539.3pp |
| Employer contribution / active EE | $864 | $3,093-72.1% | $2,422-64.3% | $4,662-81.5% |
| Participant deferral / active EE | $991 | $4,920-79.9% | $4,417-77.6% | $6,690-85.2% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |