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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 | $57,544 | $150,346-61.7% | $120,524-52.3% | $145,877-60.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.91% | 154.40%-142.5pp | 107.36%-95.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,212 | $4,353-49.2% | $3,469-36.2% | $4,663-52.6% |
| Participant deferral / active EE | $1,303 | $6,172-78.9% | $4,994-73.9% | $6,691-80.5% |
| Admin fee / account holder | $75 | $12,215-99.4% | $9,440-99.2% | $13,402-99.4% |