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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 | $28,611 | $175,231-83.7% | $149,696-80.9% | $139,466-79.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.81% | 166.77%-150.0pp | 134.46%-117.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,190 | $5,478-60.0% | $4,821-54.6% | $4,754-53.9% |
| Participant deferral / active EE | $1,723 | $6,521-73.6% | $5,682-69.7% | $6,712-74.3% |
| Admin fee / account holder | $18 | $16,155-99.9% | $13,212-99.9% | $11,409-99.8% |