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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 | $152,335 | $202,463-24.8% | $169,397-10.1% | $139,487+9.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 532.64%-517.0pp | 406.23%-390.5pp | 373.84%-358.2pp |
| Employer contribution / active EE | $13,305 | $4,694+183.4% | $4,013+231.5% | $4,755+179.8% |
| Participant deferral / active EE | $312 | $6,941-95.5% | $6,223-95.0% | $6,713-95.4% |
| Admin fee / account holder | $20 | $10,726-99.8% | $9,017-99.8% | $11,407-99.8% |