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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 | $22,519 | $111,535-79.8% | $105,223-78.6% | $137,256-83.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.38% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,561 | $3,939-60.4% | $3,689-57.7% | $4,156-62.5% |
| Participant deferral / active EE | $734 | $5,500-86.7% | $5,072-85.5% | $6,407-88.6% |
| Admin fee / account holder | $243 | $9,721-97.5% | $8,859-97.3% | $12,270-98.0% |