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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 | $33,533 | $111,830-70.0% | $93,696-64.2% | $145,884-77.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.67% | 204.08%-192.4pp | 133.74%-122.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $11,329 | $3,093+266.3% | $2,422+367.8% | $4,662+143.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $232 | $10,249-97.7% | $8,287-97.2% | $13,392-98.3% |