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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 | $30,251 | $56,197-46.2% | $67,652-55.3% | $59,633-49.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.33% | 18508.10%-18505.8pp | 6625.40%-6623.1pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $437 | $1,615-72.9% | $2,266-80.7% | $2,203-80.2% |
| Participant deferral / active EE | $136 | $2,844-95.2% | $3,560-96.2% | $3,192-95.7% |
| Admin fee / account holder | $276 | $3,958-93.0% | $4,821-94.3% | $4,297-93.6% |