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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 | $142,405 | $102,595+38.8% | $94,057+51.4% | $154,746-8.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.97% | 583.42%-569.4pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $6,981 | $3,147+121.8% | $2,933+138.0% | $4,379+59.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |