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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 | $24,458 | $99,644-75.5% | $86,438-71.7% | $134,532-81.8% |
| Participation rate | 76.2% | 82.1%-5.9pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -17.14% | 6787.26%-6804.4pp | 4397.19%-4414.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,571 | $4,402-18.9% | $3,769-5.3% | $4,741-24.7% |
| Participant deferral / active EE | $1,524 | $7,247-79.0% | $6,952-78.1% | $6,401-76.2% |
| Admin fee / account holder | $297 | $8,375-96.5% | $6,733-95.6% | $11,429-97.4% |