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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 | $22,805 | $99,011-77.0% | $86,582-73.7% | $147,586-84.5% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 20.42% | 1312.75%-1292.3pp | 965.08%-944.7pp | 578.59%-558.2pp |
| Employer contribution / active EE | $3,815 | $3,132+21.8% | $2,839+34.4% | $4,876-21.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $75 | $5,709-98.7% | $4,904-98.5% | $10,886-99.3% |