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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 | $16,571 | $156,970-89.4% | $121,210-86.3% | $139,487-88.1% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 18.33% | 1477.10%-1458.8pp | 987.41%-969.1pp | 373.84%-355.5pp |
| Employer contribution / active EE | $7,734 | $5,546+39.4% | $4,171+85.4% | $4,755+62.7% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |