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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 | $86,732 | $105,200-17.6% | $159,474-45.6% | $85,847+1.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 96.39% | 45.08%+51.3pp | 263.68%-167.3pp | 318.61%-222.2pp |
| Employer contribution / active EE | $11,404 | $3,319+243.6% | $4,831+136.1% | $2,565+344.5% |
| Participant deferral / active EE | $1,207 | $5,946-79.7% | $7,353-83.6% | $3,952-69.4% |
| Admin fee / account holder | $126 | $6,934-98.2% | $10,802-98.8% | $6,261-98.0% |