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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 | $42,464 | $176,688-76.0% | $130,660-67.5% | $152,897-72.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 17.10% | 2693.08%-2676.0pp | 1709.29%-1692.2pp | 345.43%-328.3pp |
| Employer contribution / active EE | $12,713 | $5,743+121.4% | $4,092+210.7% | $4,764+166.9% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9 | $7,131-99.9% | $5,463-99.8% | $11,599-99.9% |