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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 | $227,617 | $100,139+127.3% | $85,187+167.2% | $145,884+56.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.39% | 84.15%-72.8pp | 66.67%-55.3pp | 551.85%-540.5pp |
| Employer contribution / active EE | $5,928 | $3,238+83.1% | $2,732+116.9% | $4,662+27.1% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $166 | $7,262-97.7% | $6,162-97.3% | $13,392-98.8% |