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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 | $21,028 | $106,008-80.2% | $92,240-77.2% | $147,586-85.8% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 20.38% | 50.05%-29.7pp | 176.29%-155.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $840 | $4,333-80.6% | $3,680-77.2% | $4,876-82.8% |
| Participant deferral / active EE | $1,006 | $4,478-77.5% | $3,897-74.2% | $5,439-81.5% |
| Admin fee / account holder | $226 | $6,333-96.4% | $5,194-95.7% | $10,886-97.9% |