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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 | $201,781 | $138,075+46.1% | $123,552+63.3% | $135,379+49.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.45% | 153.70%-150.2pp | 119.20%-115.8pp | 519.79%-516.3pp |
| Employer contribution / active EE | $9,625 | $5,152+86.8% | $4,628+108.0% | $4,779+101.4% |
| Participant deferral / active EE | $2,113 | $6,800-68.9% | $6,426-67.1% | $5,609-62.3% |
| Admin fee / account holder | $250 | $10,917-97.7% | $9,285-97.3% | $10,828-97.7% |