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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 | $19,012 | $107,363-82.3% | $92,909-79.5% | $152,897-87.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 29.69% | 145.63%-115.9pp | 109.44%-79.7pp | 345.43%-315.7pp |
| Employer contribution / active EE | $8,345 | $4,222+97.7% | $3,653+128.4% | $4,764+75.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $74 | $7,082-99.0% | $5,795-98.7% | $11,599-99.4% |