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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 | $39,349 | $88,702-55.6% | $81,780-51.9% | $145,978-73.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.04% | 1029.12%-1010.1pp | 776.27%-757.2pp | 550.52%-531.5pp |
| Employer contribution / active EE | $3,175 | $3,084+2.9% | $2,914+9.0% | $4,662-31.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $102 | $8,414-98.8% | $7,384-98.6% | $13,400-99.2% |