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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 | $156,312 | $107,353+45.6% | $92,903+68.3% | $152,885+2.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.87% | 145.62%-128.7pp | 109.43%-92.6pp | 345.39%-328.5pp |
| Employer contribution / active EE | $4,332 | $4,222+2.6% | $3,653+18.6% | $4,763-9.1% |
| Participant deferral / active EE | $1,248 | $4,848-74.3% | $4,238-70.6% | $5,851-78.7% |
| Admin fee / account holder | $20 | $7,081-99.7% | $5,795-99.7% | $11,598-99.8% |