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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 | $206,559 | $99,011+108.6% | $86,582+138.6% | $147,586+40.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.06% | 1312.75%-1295.7pp | 965.08%-948.0pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,000 | $3,132-36.1% | $2,839-29.6% | $4,876-59.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $280 | $5,709-95.1% | $4,904-94.3% | $10,886-97.4% |