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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 | $194,123 | $107,941+79.8% | $91,994+111.0% | $152,897+27.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.80% | 89.28%-72.5pp | 69.04%-52.2pp | 345.43%-328.6pp |
| Employer contribution / active EE | $800 | $4,212-81.0% | $3,453-76.8% | $4,764-83.2% |
| Participant deferral / active EE | $1,600 | $6,366-74.9% | $5,924-73.0% | $5,851-72.6% |
| Admin fee / account holder | $12 | $10,521-99.9% | $7,744-99.8% | $11,599-99.9% |