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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 | $234,603 | $138,078+69.9% | $125,363+87.1% | $134,509+74.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.17% | 750.49%-751.7pp | 572.15%-573.3pp | 418.13%-419.3pp |
| Employer contribution / active EE | $10,919 | $5,245+108.2% | $4,815+126.8% | $4,741+130.3% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $167 | $11,566-98.6% | $10,005-98.3% | $11,427-98.5% |