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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 | $149,040-84.4% | $120,225-80.7% | $137,256-83.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.41% | 605.68%-591.3pp | 439.23%-424.8pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,515 | $4,350+3.8% | $3,475+29.9% | $4,156+8.6% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $198 | $6,348-96.9% | $5,696-96.5% | $12,270-98.4% |