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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 | $72,597 | $124,175-41.5% | $108,405-33.0% | $167,536-56.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.24% | 1380.13%-1363.9pp | 905.55%-889.3pp | 478.82%-462.6pp |
| Employer contribution / active EE | $606 | $4,188-85.5% | $3,559-83.0% | $4,839-87.5% |
| Participant deferral / active EE | $1,010 | $6,908-85.4% | $6,563-84.6% | $6,342-84.1% |
| Admin fee / account holder | $30 | $9,457-99.7% | $7,297-99.6% | $12,315-99.8% |