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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 | $33,317 | $129,737-74.3% | $119,126-72.0% | $154,746-78.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.47% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,425 | $4,375-67.4% | $4,034-64.7% | $4,379-67.5% |
| Participant deferral / active EE | $1,517 | $5,842-74.0% | $5,318-71.5% | $6,730-77.5% |
| Admin fee / account holder | $134 | $11,961-98.9% | $10,693-98.7% | $14,365-99.1% |