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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 | $62,177 | $150,207-58.6% | $120,380-48.3% | $145,978-57.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.69% | 154.28%-138.6pp | 107.28%-91.6pp | 550.52%-534.8pp |
| Employer contribution / active EE | $2,242 | $4,351-48.5% | $3,465-35.3% | $4,662-51.9% |
| Participant deferral / active EE | $1,081 | $6,175-82.5% | $4,992-78.4% | $6,690-83.8% |
| Admin fee / account holder | $86 | $12,203-99.3% | $9,421-99.1% | $13,400-99.4% |