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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 | $48,645 | $132,099-63.2% | $115,599-57.9% | $138,895-65.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 21.52% | 176.76%-155.2pp | 111.10%-89.6pp | 145.39%-123.9pp |
| Employer contribution / active EE | $7,100 | $3,416+107.8% | $2,955+140.2% | $4,194+69.3% |
| Participant deferral / active EE | $875 | $5,617-84.4% | $4,889-82.1% | $6,396-86.3% |
| Admin fee / account holder | $234 | $15,650-98.5% | $12,841-98.2% | $12,562-98.1% |