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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 | $22,137 | $63,346-65.1% | $92,240-76.0% | $70,126-68.4% |
| Participation rate | 82.8% | 68.7%+14.1pp | 76.5%+6.3pp | 69.5%+13.2pp |
| Annual return | 20.95% | 530.19%-509.2pp | 176.29%-155.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $554 | $2,854-80.6% | $3,897-85.8% | $3,332-83.4% |
| Admin fee / account holder | $138 | $3,841-96.4% | $5,194-97.3% | $4,645-97.0% |