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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 | $19,332 | $99,031-80.5% | $86,597-77.7% | $147,585-86.9% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 18.21% | 1312.56%-1294.3pp | 964.96%-946.7pp | 578.57%-560.4pp |
| Employer contribution / active EE | $6,945 | $3,132+121.7% | $2,840+144.6% | $4,876+42.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $40 | $5,711-99.3% | $4,906-99.2% | $10,885-99.6% |