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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 | $28,251 | $160,070-82.4% | $147,117-80.8% | $145,897-80.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.73% | 98.69%-75.0pp | 420.54%-396.8pp | 552.29%-528.6pp |
| Employer contribution / active EE | $6,800 | $5,285+28.7% | $4,932+37.9% | $4,663+45.8% |
| Participant deferral / active EE | $2,278 | $8,419-72.9% | $8,065-71.8% | $6,689-65.9% |
| Admin fee / account holder | $180 | $15,035-98.8% | $12,993-98.6% | $13,390-98.7% |