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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 | $42,304 | $115,796-63.5% | $101,264-58.2% | $158,950-73.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.98% | 56.15%-39.2pp | 46.48%-29.5pp | 302.91%-285.9pp |
| Employer contribution / active EE | $6,513 | $4,175+56.0% | $3,660+77.9% | $4,762+36.8% |
| Participant deferral / active EE | $75 | $4,958-98.5% | $4,370-98.3% | $5,983-98.7% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |