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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 | $47,169 | $110,039-57.1% | $97,260-51.5% | $145,884-67.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.19% | 244.44%-230.3pp | 75.54%-61.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $854 | $3,074-72.2% | $2,721-68.6% | $4,662-81.7% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $52 | $6,204-99.2% | $5,640-99.1% | $13,392-99.6% |