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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 | $12,169 | $109,905-88.9% | $98,506-87.6% | $167,553-92.7% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 15.19% | 1960.20%-1945.0pp | 1494.92%-1479.7pp | 478.89%-463.7pp |
| Employer contribution / active EE | $484 | $3,226-85.0% | $2,961-83.7% | $4,840-90.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $67 | $6,760-99.0% | $5,955-98.9% | $12,316-99.5% |