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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 | $50,744 | $150,447-66.3% | $136,298-62.8% | $147,586-65.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.36% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $2,264 | $5,256-56.9% | $4,696-51.8% | $4,876-53.6% |
| Participant deferral / active EE | $1,955 | $6,631-70.5% | $6,247-68.7% | $5,439-64.0% |
| Admin fee / account holder | $124 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |