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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 | $109,830-62.4% | $98,452-58.1% | $167,497-75.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.71% | 1957.04%-1938.3pp | 1492.96%-1474.2pp | 478.62%-459.9pp |
| Employer contribution / active EE | $5,505 | $3,224+70.7% | $2,960+86.0% | $4,838+13.8% |
| Participant deferral / active EE | $93 | $4,673-98.0% | $4,276-97.8% | $6,341-98.5% |
| Admin fee / account holder | $166 | $6,751-97.5% | $5,948-97.2% | $12,310-98.7% |