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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 | $81,739 | $198,457-58.8% | $170,435-52.0% | $147,586-44.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.00% | 257.30%-239.3pp | 205.94%-187.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,870 | $5,629-66.8% | $4,939-62.2% | $5,439-65.6% |
| Admin fee / account holder | $56 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |