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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 | $15,020 | $88,702-83.1% | $81,780-81.6% | $145,978-89.7% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 11.57% | 1029.12%-1017.6pp | 776.27%-764.7pp | 550.52%-538.9pp |
| Employer contribution / active EE | $4,268 | $3,084+38.4% | $2,914+46.5% | $4,662-8.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $159 | $8,414-98.1% | $7,384-97.8% | $13,400-98.8% |