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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 | $182,868 | $144,130+26.9% | $117,861+55.2% | $147,586+23.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 29.97% | 531.20%-501.2pp | 335.11%-305.1pp | 578.59%-548.6pp |
| Employer contribution / active EE | $7,093 | $4,897+44.8% | $3,786+87.3% | $4,876+45.5% |
| Participant deferral / active EE | $1,277 | $5,316-76.0% | $4,482-71.5% | $5,439-76.5% |
| Admin fee / account holder | $28 | $10,887-99.7% | $8,021-99.6% | $10,886-99.7% |