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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 | $29,962 | $91,537-67.3% | $130,045-77.0% | $75,173-60.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.94% | -631.55%+648.5pp | -137.30%+154.2pp | 160.72%-143.8pp |
| Employer contribution / active EE | $5,099 | $2,845+79.3% | $4,321+18.0% | $2,671+90.9% |
| Participant deferral / active EE | $1,749 | $4,343-59.7% | $5,820-70.0% | $4,126-57.6% |
| Admin fee / account holder | -$7 | $6,780-100.1% | $10,600-100.1% | $5,651-100.1% |