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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 | $14,110 | $72,071-80.4% | $68,368-79.4% | $137,256-89.7% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 18.46% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,024 | $2,788-63.3% | $2,649-61.4% | $4,156-75.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $59 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |