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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 | $23,224 | $162,529-85.7% | $130,788-82.2% | $154,746-85.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.41% | 510.48%-496.1pp | 386.44%-372.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $4,515 | $4,447+1.5% | $3,558+26.9% | $4,379+3.1% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $198 | $7,669-97.4% | $6,673-97.0% | $14,365-98.6% |