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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 | $40,370 | $88,778-54.5% | $81,844-50.7% | $145,884-72.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.19% | 1033.03%-1020.8pp | 778.87%-766.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,793 | $3,087+22.9% | $2,916+30.1% | $4,662-18.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4 | $8,430-100.0% | $7,355-99.9% | $13,392-100.0% |