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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 | $26,549 | $138,075-80.8% | $123,552-78.5% | $135,379-80.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -8.98% | 153.70%-162.7pp | 119.20%-128.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $4,065 | $5,152-21.1% | $4,628-12.2% | $4,779-14.9% |
| Participant deferral / active EE | $1,556 | $6,800-77.1% | $6,426-75.8% | $5,609-72.3% |
| Admin fee / account holder | $45 | $10,917-99.6% | $9,285-99.5% | $10,828-99.6% |