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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 | $45,107 | $77,157-41.5% | $108,405-58.4% | $85,851-47.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.71% | 44.55%-25.8pp | 905.55%-886.8pp | 318.63%-299.9pp |
| Employer contribution / active EE | $4,828 | $2,379+102.9% | $3,559+35.7% | $2,565+88.2% |
| Participant deferral / active EE | $2,099 | $5,567-62.3% | $6,563-68.0% | $3,952-46.9% |
| Admin fee / account holder | $134 | $5,174-97.4% | $7,297-98.2% | $6,261-97.9% |