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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 | $25,291 | $100,938-74.9% | $90,461-72.0% | $158,982-84.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.57% | 1727.20%-1713.6pp | 1294.76%-1281.2pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,216 | $3,691-67.1% | $3,264-62.8% | $4,763-74.5% |
| Participant deferral / active EE | $688 | $4,350-84.2% | $3,964-82.6% | $5,983-88.5% |
| Admin fee / account holder | $85 | $6,510-98.7% | $5,617-98.5% | $11,252-99.2% |