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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 | $28,630 | $155,833-81.6% | $124,693-77.0% | $167,536-82.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.73% | 17.98%-6.2pp | 5144.19%-5132.5pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,669 | $4,164-59.9% | $3,324-49.8% | $4,839-65.5% |
| Participant deferral / active EE | $832 | $5,675-85.3% | $4,615-82.0% | $6,342-86.9% |
| Admin fee / account holder | $146 | $9,534-98.5% | $7,494-98.1% | $12,315-98.8% |