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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 | $44,698 | $165,351-73.0% | $149,710-70.1% | $158,931-71.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.14% | 348.19%-335.0pp | 276.63%-263.5pp | 302.86%-289.7pp |
| Employer contribution / active EE | $5,695 | $5,103+11.6% | $4,645+22.6% | $4,761+19.6% |
| Participant deferral / active EE | $2,300 | $7,181-68.0% | $6,842-66.4% | $5,982-61.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |