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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 | $94,633 | $165,399-42.8% | $149,745-36.8% | $158,982-40.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.74% | 348.34%-336.6pp | 276.72%-265.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $25,000 | $5,105+389.7% | $4,646+438.1% | $4,763+424.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |