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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 | $64,847 | $111,814-42.0% | $93,654-30.8% | $145,959-55.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 688.91% | 203.30%+485.6pp | 133.34%+555.6pp | 561.95%+127.0pp |
| Employer contribution / active EE | $2,083 | $3,092-32.6% | $2,421-14.0% | $4,661-55.3% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $289 | $10,246-97.2% | $8,282-96.5% | $13,398-97.8% |