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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 | $31,128 | $209,428-85.1% | $178,498-82.6% | $158,950-80.4% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 14.46% | 188.78%-174.3pp | 151.09%-136.6pp | 302.91%-288.4pp |
| Employer contribution / active EE | $6,921 | $5,707+21.3% | $5,011+38.1% | $4,762+45.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $102 | $17,077-99.4% | $13,985-99.3% | $11,248-99.1% |