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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 | $41,283 | $109,905-62.4% | $98,506-58.1% | $167,553-75.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.71% | 1960.20%-1941.5pp | 1494.92%-1476.2pp | 478.89%-460.2pp |
| Employer contribution / active EE | $5,505 | $3,226+70.6% | $2,961+85.9% | $4,840+13.7% |
| Participant deferral / active EE | $93 | $4,674-98.0% | $4,277-97.8% | $6,343-98.5% |
| Admin fee / account holder | $166 | $6,760-97.6% | $5,955-97.2% | $12,316-98.7% |