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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 | $38,785 | $209,874-81.5% | $189,537-79.5% | $167,536-76.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.09% | 748.61%-734.5pp | 555.34%-541.2pp | 478.82%-464.7pp |
| Employer contribution / active EE | $2,825 | $6,913-59.1% | $6,161-54.1% | $4,839-41.6% |
| Participant deferral / active EE | $3,181 | $8,934-64.4% | $8,220-61.3% | $6,342-49.8% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |