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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 | $18,852 | $134,817-86.0% | $123,973-84.8% | $155,188-87.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.04% | 515.49%-498.4pp | 388.13%-371.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,826 | $4,425-36.1% | $4,126-31.5% | $4,248-33.5% |
| Participant deferral / active EE | $1,140 | $5,706-80.0% | $5,247-78.3% | $6,531-82.5% |
| Admin fee / account holder | $192 | $13,245-98.6% | $11,799-98.4% | $14,480-98.7% |