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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 | $27,427 | $106,551-74.3% | $91,225-69.9% | $134,532-79.6% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -17.61% | 160.78%-178.4pp | 114.12%-131.7pp | 418.27%-435.9pp |
| Employer contribution / active EE | $7,729 | $3,331+132.0% | $2,851+171.1% | $4,741+63.0% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |