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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 | $18,661 | $84,464-77.9% | $61,399-69.6% | $134,509-86.1% |
| Participation rate | 95.5% | 62.2%+33.3pp | 52.6%+42.9pp | 81.2%+14.2pp |
| Annual return | -18.09% | 585.06%-603.2pp | 338.81%-356.9pp | 418.13%-436.2pp |
| Employer contribution / active EE | $1,364 | $1,545-11.7% | $1,159+17.6% | $4,741-71.2% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $168 | $2,587-93.5% | $2,131-92.1% | $11,427-98.5% |