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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 | $9,594 | $102,938-90.7% | $94,105-89.8% | $138,895-93.1% |
| Participation rate | 94.7% | 74.6%+20.1pp | 71.9%+22.8pp | 79.9%+14.8pp |
| Annual return | 13.16% | 250.28%-237.1pp | 204.55%-191.4pp | 145.39%-132.2pp |
| Employer contribution / active EE | $406 | $2,732-85.1% | $2,504-83.8% | $4,194-90.3% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |