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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 | $82,925 | $209,422-60.4% | $178,503-53.5% | $158,982-47.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 496.73% | 188.81%+307.9pp | 151.12%+345.6pp | 302.99%+193.7pp |
| Employer contribution / active EE | $4,816 | $5,707-15.6% | $5,011-3.9% | $4,763+1.1% |
| Participant deferral / active EE | $500 | $5,955-91.6% | $5,202-90.4% | $5,983-91.6% |
| Admin fee / account holder | $13 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |