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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 | $25,104 | $142,409-82.4% | $119,634-79.0% | $134,545-81.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.21% | -12.46%-5.7pp | -14.98%-3.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $13,795 | $5,224+164.1% | $4,232+225.9% | $4,742+190.9% |
| Participant deferral / active EE | $1,242 | $6,468-80.8% | $5,601-77.8% | $6,401-80.6% |
| Admin fee / account holder | $218 | $13,594-98.4% | $10,329-97.9% | $11,431-98.1% |