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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 | $23,695 | $159,978-85.2% | $147,041-83.9% | $145,978-83.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.61% | 98.36%-71.8pp | 419.21%-392.6pp | 550.52%-523.9pp |
| Employer contribution / active EE | $3,265 | $5,288-38.3% | $4,935-33.8% | $4,662-30.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |