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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 | $193,639 | $88,815+118.0% | $81,882+136.5% | $145,897+32.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.00% | 1033.75%-1018.8pp | 779.47%-764.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $606 | $3,086-80.4% | $2,916-79.2% | $4,663-87.0% |
| Participant deferral / active EE | $606 | $4,647-87.0% | $4,323-86.0% | $6,689-90.9% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |