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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 | $86,151 | $102,663-16.1% | $86,216-0.1% | $139,466-38.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.92% | 1924.52%-1900.6pp | 1169.42%-1145.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $2,500 | $3,035-17.6% | $2,382+5.0% | $4,754-47.4% |
| Participant deferral / active EE | $955 | $4,677-79.6% | $3,986-76.1% | $6,712-85.8% |
| Admin fee / account holder | $16 | $8,663-99.8% | $6,853-99.8% | $11,409-99.9% |