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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 | $136,707 | $190,862-28.4% | $159,991-14.6% | $134,509+1.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 40.85% | 552.59%-511.7pp | 408.82%-368.0pp | 418.13%-377.3pp |
| Employer contribution / active EE | $12,000 | $4,995+140.3% | $4,225+184.0% | $4,741+153.1% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $148 | $10,495-98.6% | $8,715-98.3% | $11,427-98.7% |