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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 | $207,406 | $108,685+90.8% | $74,719+177.6% | $152,885+35.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 22.68% | 114.09%-91.4pp | 753.05%-730.4pp | 345.39%-322.7pp |
| Employer contribution / active EE | $6,667 | $1,504+343.3% | $1,084+514.9% | $4,763+40.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |