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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 | $76,400 | $100,911-24.3% | $90,440-15.5% | $158,966-51.9% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 9.71% | 1726.62%-1716.9pp | 1294.38%-1284.7pp | 302.95%-293.2pp |
| Employer contribution / active EE | $2,114 | $3,690-42.7% | $3,263-35.2% | $4,762-55.6% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |