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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 | $89,450 | $160,028-44.1% | $147,080-39.2% | $145,884-38.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.22% | 98.60%-85.4pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $6,077 | $5,286+15.0% | $4,933+23.2% | $4,662+30.3% |
| Participant deferral / active EE | $1,818 | $8,422-78.4% | $8,066-77.5% | $6,690-72.8% |
| Admin fee / account holder | $233 | $15,030-98.4% | $12,989-98.2% | $13,392-98.3% |