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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 | $19,654 | $88,815-77.9% | $81,882-76.0% | $145,897-86.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.35% | 1033.75%-1022.4pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $940 | $3,086-69.5% | $2,916-67.8% | $4,663-79.8% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $97 | $8,434-98.9% | $7,360-98.7% | $13,390-99.3% |