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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 | $43,203 | $169,361-74.5% | $129,397-66.6% | $145,877-70.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.96% | 14395.54%-14384.6pp | 9453.98%-9443.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $21,586 | $5,542+289.5% | $4,154+419.6% | $4,663+362.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $167 | $9,903-98.3% | $7,679-97.8% | $13,402-98.8% |