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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 | $225,393 | $99,011+127.6% | $86,582+160.3% | $147,586+52.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.34% | 1312.75%-1295.4pp | 965.08%-947.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $20,272 | $3,132+547.2% | $2,839+613.9% | $4,876+315.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7 | $5,709-99.9% | $4,904-99.9% | $10,886-99.9% |