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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 | $75,365 | $125,237-39.8% | $105,608-28.6% | $145,877-48.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.58% | 225.76%-213.2pp | 116.50%-103.9pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,946 | $3,720-47.7% | $3,167-38.6% | $4,663-58.3% |
| Participant deferral / active EE | $400 | $5,711-93.0% | $5,010-92.0% | $6,691-94.0% |
| Admin fee / account holder | $17 | $17,287-99.9% | $11,028-99.8% | $13,402-99.9% |