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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 | $46,067 | $155,840-70.4% | $124,694-63.1% | $167,553-72.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.34% | 17.98%-6.6pp | 5144.82%-5133.5pp | 478.89%-467.6pp |
| Employer contribution / active EE | $4,943 | $4,165+18.7% | $3,325+48.7% | $4,840+2.1% |
| Participant deferral / active EE | $1,032 | $5,675-81.8% | $4,615-77.6% | $6,343-83.7% |
| Admin fee / account holder | $10 | $9,536-99.9% | $7,495-99.9% | $12,316-99.9% |