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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 | $234,494 | $173,340+35.3% | $136,007+72.4% | $145,959+60.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.77% | 1163.32%-1147.5pp | 579.32%-563.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $3,343 | $5,275-36.6% | $4,215-20.7% | $4,661-28.3% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,024-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |