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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 | $223,933 | $104,116+115.1% | $71,089+215.0% | $135,380+65.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 49.51% | 1256.51%-1207.0pp | 650.65%-601.1pp | 519.81%-470.3pp |
| Employer contribution / active EE | $3,000 | $1,485+102.0% | $1,088+175.8% | $4,779-37.2% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $169 | $4,142-95.9% | $3,082-94.5% | $10,828-98.4% |