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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 | $22,774 | $111,878-79.6% | $93,727-75.7% | $145,897-84.4% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 8.37% | 204.28%-195.9pp | 133.83%-125.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $2,526 | $3,092-18.3% | $2,421+4.3% | $4,663-45.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $88 | $10,256-99.1% | $8,292-98.9% | $13,390-99.3% |