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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 | $25,079 | $135,956-81.6% | $123,894-79.8% | $273,972-90.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1403.05% | 56.63%+1346.4pp | 47.52%+1355.5pp | 41.46%+1361.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,398 | $6,343-78.0% | $5,984-76.6% | $5,287-73.6% |
| Admin fee / account holder | $63 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |