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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 | $28,200 | $118,708-76.2% | $98,920-71.5% | $158,982-82.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 21.93% | 372.49%-350.6pp | 196.47%-174.5pp | 302.99%-281.1pp |
| Employer contribution / active EE | $8,628 | $3,334+158.8% | $2,689+220.8% | $4,763+81.2% |
| Participant deferral / active EE | $952 | $5,089-81.3% | $4,245-77.6% | $5,983-84.1% |
| Admin fee / account holder | $250 | $10,134-97.5% | $6,643-96.2% | $11,252-97.8% |