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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 | $243,011 | $176,120+38.0% | $159,487+52.4% | $167,553+45.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.58% | 331.95%-317.4pp | 263.71%-249.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | $13,927 | $5,299+162.8% | $4,831+188.3% | $4,840+187.8% |
| Participant deferral / active EE | $1,200 | $7,752-84.5% | $7,354-83.7% | $6,343-81.1% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |