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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 | $44,286 | $166,242-73.4% | $165,071-73.2% | $145,884-69.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.00% | 100.44%-89.4pp | 70.17%-59.2pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,432 | $5,283-72.9% | $4,347-67.1% | $4,662-69.3% |
| Participant deferral / active EE | $1,682 | $6,964-75.9% | $6,035-72.1% | $6,690-74.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |