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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 | $35,729 | $99,079-63.9% | $78,002-54.2% | $273,972-87.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.67% | 217.93%-207.3pp | 425.99%-415.3pp | 41.46%-30.8pp |
| Employer contribution / active EE | $925 | $3,308-72.0% | $2,470-62.5% | $4,869-81.0% |
| Participant deferral / active EE | $1,047 | $4,306-75.7% | $3,497-70.1% | $5,287-80.2% |
| Admin fee / account holder | $59 | $8,954-99.3% | $5,481-98.9% | $10,133-99.4% |