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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 | $44,704 | $97,732-54.3% | $83,831-46.7% | $135,380-67.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 11.58% | 1287.56%-1276.0pp | 850.99%-839.4pp | 519.81%-508.2pp |
| Employer contribution / active EE | $9,378 | $4,222+122.1% | $3,631+158.3% | $4,779+96.2% |
| Participant deferral / active EE | $897 | $4,683-80.8% | $4,082-78.0% | $5,609-84.0% |
| Admin fee / account holder | $204 | $6,675-97.0% | $5,479-96.3% | $10,828-98.1% |