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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 | $51,478 | $175,257-70.6% | $149,717-65.6% | $139,456-63.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.50% | 166.70%-147.2pp | 134.41%-114.9pp | 373.45%-353.9pp |
| Employer contribution / active EE | $9,113 | $5,477+66.4% | $4,820+89.1% | $4,753+91.7% |
| Participant deferral / active EE | $1,340 | $6,521-79.5% | $5,682-76.4% | $6,711-80.0% |
| Admin fee / account holder | $218 | $16,156-98.7% | $13,213-98.4% | $11,407-98.1% |