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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 | $14,638 | $169,361-91.4% | $129,397-88.7% | $145,877-90.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 9.72% | 14395.54%-14385.8pp | 9453.98%-9444.3pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,072 | $5,542-80.7% | $4,154-74.2% | $4,663-77.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $182 | $9,903-98.2% | $7,679-97.6% | $13,402-98.6% |