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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 | $124,700 | $109,344+14.0% | $89,400+39.5% | $158,950-21.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.67% | 345.73%-336.1pp | 245.64%-236.0pp | 302.91%-293.2pp |
| Employer contribution / active EE | $1,544 | $3,170-51.3% | $2,586-40.3% | $4,762-67.6% |
| Participant deferral / active EE | $351 | $4,599-92.4% | $3,890-91.0% | $5,983-94.1% |
| Admin fee / account holder | $46 | $6,154-99.2% | $4,882-99.1% | $11,248-99.6% |