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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 | $134,024 | $112,933+18.7% | $90,970+47.3% | $158,982-15.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.86% | 215.82%-199.0pp | 134.60%-117.7pp | 302.99%-286.1pp |
| Employer contribution / active EE | $2,631 | $2,893-9.1% | $2,122+24.0% | $4,763-44.8% |
| Participant deferral / active EE | $668 | $4,128-83.8% | $3,373-80.2% | $5,983-88.8% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |