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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 | $53,942 | $138,075-60.9% | $123,552-56.3% | $135,379-60.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 29.07% | 153.70%-124.6pp | 119.20%-90.1pp | 519.79%-490.7pp |
| Employer contribution / active EE | $1,559 | $5,152-69.7% | $4,628-66.3% | $4,779-67.4% |
| Participant deferral / active EE | $1,643 | $6,800-75.8% | $6,426-74.4% | $5,609-70.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |