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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 | $107,203 | $104,116+3.0% | $71,089+50.8% | $135,380-20.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.6%+20.4pp | 82.6%-7.6pp |
| Annual return | 18.91% | 1256.51%-1237.6pp | 650.65%-631.7pp | 519.81%-500.9pp |
| Employer contribution / active EE | $125 | $1,485-91.6% | $1,088-88.5% | $4,779-97.4% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |