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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 | $39,265 | $202,345-80.6% | $172,755-77.3% | $152,885-74.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 33.24% | 1029.77%-996.5pp | 802.94%-769.7pp | 345.39%-312.2pp |
| Employer contribution / active EE | $18,081 | $5,858+208.7% | $5,144+251.5% | $4,763+279.6% |
| Participant deferral / active EE | $50 | $5,948-99.2% | $5,198-99.0% | $5,851-99.1% |
| Admin fee / account holder | $11 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |