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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 | $26,536 | $88,702-70.1% | $81,780-67.6% | $145,978-81.8% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.4%+10.2pp | 80.3%+2.3pp |
| Annual return | 15.30% | 1029.12%-1013.8pp | 776.27%-761.0pp | 550.52%-535.2pp |
| Employer contribution / active EE | $1,434 | $3,084-53.5% | $2,914-50.8% | $4,662-69.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $83 | $8,414-99.0% | $7,384-98.9% | $13,400-99.4% |