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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 | $20,790 | $52,353-60.3% | $120,225-82.7% | $82,448-74.8% |
| Participation rate | 71.6% | 58.3%+13.3pp | 69.6%+2.0pp | 68.1%+3.5pp |
| Annual return | 18.05% | 61.85%-43.8pp | 439.23%-421.2pp | 41.64%-23.6pp |
| Employer contribution / active EE | $4,809 | $1,510+218.5% | $3,475+38.4% | $2,551+88.5% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $166 | $4,363-96.2% | $5,696-97.1% | $7,234-97.7% |