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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 | $66,226 | $111,535-40.6% | $105,223-37.1% | $137,256-51.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.40% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $8,175 | $3,939+107.5% | $3,689+121.6% | $4,156+96.7% |
| Participant deferral / active EE | $248 | $5,500-95.5% | $5,072-95.1% | $6,407-96.1% |
| Admin fee / account holder | $5 | $9,721-100.0% | $8,859-99.9% | $12,270-100.0% |