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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 | $40,810 | $138,102-70.4% | $125,381-67.5% | $134,532-69.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 95.80% | 750.73%-654.9pp | 572.31%-476.5pp | 418.27%-322.5pp |
| Employer contribution / active EE | $6,628 | $5,245+26.3% | $4,815+37.6% | $4,741+39.8% |
| Participant deferral / active EE | $2,218 | $7,801-71.6% | $7,448-70.2% | $6,401-65.4% |
| Admin fee / account holder | $282 | $11,568-97.6% | $10,007-97.2% | $11,429-97.5% |