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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 | $153,023 | $135,645+12.8% | $110,243+38.8% | $135,380+13.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.09% | 513.24%-518.3pp | 314.76%-319.8pp | 519.81%-524.9pp |
| Employer contribution / active EE | $15,850 | $4,907+223.0% | $3,827+314.2% | $4,779+231.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |