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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 | $25,767 | $150,445-82.9% | $136,297-81.1% | $147,585-82.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.68% | 1049.14%-1035.5pp | 5156.16%-5142.5pp | 578.57%-564.9pp |
| Employer contribution / active EE | $4,992 | $5,256-5.0% | $4,696+6.3% | $4,876+2.4% |
| Participant deferral / active EE | $440 | $6,631-93.4% | $6,247-93.0% | $5,439-91.9% |
| Admin fee / account holder | $214 | $10,906-98.0% | $9,244-97.7% | $10,885-98.0% |