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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 | $47,848 | $166,268-71.2% | $165,100-71.0% | $145,897-67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.78% | 100.52%-86.7pp | 70.21%-56.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,079 | $5,284-60.7% | $4,348-52.2% | $4,663-55.4% |
| Participant deferral / active EE | $1,775 | $6,964-74.5% | $6,035-70.6% | $6,689-73.5% |
| Admin fee / account holder | $227 | $16,659-98.6% | $12,696-98.2% | $13,390-98.3% |