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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 | $51,288 | $176,402-70.9% | $134,162-61.8% | $158,982-67.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 23.43% | 63.66%-40.2pp | 36.35%-12.9pp | 302.99%-279.6pp |
| Employer contribution / active EE | $1,684 | $5,042-66.6% | $3,705-54.5% | $4,763-64.6% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $188 | $8,719-97.8% | $6,685-97.2% | $11,252-98.3% |