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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 | $51,582 | $134,817-61.7% | $123,973-58.4% | $155,188-66.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.86% | 515.49%-500.6pp | 388.13%-373.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $11,084 | $4,425+150.5% | $4,126+168.7% | $4,248+160.9% |
| Participant deferral / active EE | $577 | $5,706-89.9% | $5,247-89.0% | $6,531-91.2% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |