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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 | $188,683 | $125,184+50.7% | $105,607+78.7% | $145,884+29.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.70% | 225.00%-202.3pp | 116.11%-93.4pp | 551.85%-529.1pp |
| Employer contribution / active EE | $19,063 | $3,720+412.5% | $3,167+501.9% | $4,662+308.9% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20 | $17,133-99.9% | $10,958-99.8% | $13,392-99.9% |