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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 | $40,517 | $100,911-59.8% | $90,440-55.2% | $158,966-74.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.38% | 1726.62%-1712.2pp | 1294.38%-1280.0pp | 302.95%-288.6pp |
| Employer contribution / active EE | $3,517 | $3,690-4.7% | $3,263+7.8% | $4,762-26.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18 | $6,507-99.7% | $5,615-99.7% | $11,250-99.8% |