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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 | $17,857 | $107,368-83.4% | $92,915-80.8% | $152,909-88.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.32% | 145.64%-126.3pp | 109.45%-90.1pp | 345.46%-326.1pp |
| Employer contribution / active EE | $4,649 | $4,222+10.1% | $3,653+27.2% | $4,764-2.4% |
| Participant deferral / active EE | $986 | $4,848-79.7% | $4,238-76.7% | $5,851-83.1% |
| Admin fee / account holder | $82 | $7,082-98.8% | $5,796-98.6% | $11,601-99.3% |