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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 | $100,097 | $209,888-52.3% | $189,545-47.2% | $167,553-40.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.88% | 748.66%-738.8pp | 555.36%-545.5pp | 478.89%-469.0pp |
| Employer contribution / active EE | $1,536 | $6,915-77.8% | $6,162-75.1% | $4,840-68.3% |
| Participant deferral / active EE | $1,909 | $8,934-78.6% | $8,220-76.8% | $6,343-69.9% |
| Admin fee / account holder | $201 | $14,300-98.6% | $12,049-98.3% | $12,316-98.4% |