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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 | $50,228 | $118,869-57.7% | $96,575-48.0% | $167,518-70.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.82% | 50.49%-32.7pp | 37.79%-20.0pp | 478.71%-460.9pp |
| Employer contribution / active EE | $683 | $3,120-78.1% | $2,357-71.0% | $4,838-85.9% |
| Participant deferral / active EE | $663 | $4,616-85.6% | $3,849-82.8% | $6,342-89.5% |
| Admin fee / account holder | $17 | $8,067-99.8% | $6,182-99.7% | $12,312-99.9% |