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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 | $25,674 | $110,039-76.7% | $97,260-73.6% | $145,884-82.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.64% | 244.44%-230.8pp | 75.54%-61.9pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,297 | $3,074-57.8% | $2,721-52.3% | $4,662-72.2% |
| Participant deferral / active EE | $185 | $4,674-96.0% | $4,262-95.7% | $6,690-97.2% |
| Admin fee / account holder | $129 | $6,204-97.9% | $5,640-97.7% | $13,392-99.0% |