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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 | $25,514 | $160,040-84.1% | $147,096-82.7% | $145,877-82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.41% | 98.49%-83.1pp | 419.75%-404.3pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,212 | $5,289-77.1% | $4,936-75.5% | $4,663-74.0% |
| Participant deferral / active EE | $1,481 | $8,429-82.4% | $8,071-81.7% | $6,691-77.9% |
| Admin fee / account holder | $104 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |