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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 | $45,599 | $100,938-54.8% | $90,461-49.6% | $158,982-71.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.26% | 1727.20%-1712.9pp | 1294.76%-1280.5pp | 302.99%-288.7pp |
| Employer contribution / active EE | $4,050 | $3,691+9.7% | $3,264+24.1% | $4,763-15.0% |
| Participant deferral / active EE | $255 | $4,350-94.1% | $3,964-93.6% | $5,983-95.7% |
| Admin fee / account holder | $3 | $6,510-99.9% | $5,617-99.9% | $11,252-100.0% |