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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 | $42,797 | $150,346-71.5% | $120,524-64.5% | $145,877-70.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.92% | 154.40%-140.5pp | 107.36%-93.4pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,436 | $4,353-67.0% | $3,469-58.6% | $4,663-69.2% |
| Participant deferral / active EE | $1,023 | $6,172-83.4% | $4,994-79.5% | $6,691-84.7% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |