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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 | $46,238 | $154,193-70.0% | $130,045-64.4% | $139,466-66.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.57% | 32.51%-11.9pp | -137.30%+157.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,529 | $5,292-71.1% | $4,321-64.6% | $4,754-67.8% |
| Participant deferral / active EE | $1,415 | $6,709-78.9% | $5,820-75.7% | $6,712-78.9% |
| Admin fee / account holder | $73 | $13,989-99.5% | $10,600-99.3% | $11,409-99.4% |