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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 | $55,369 | $87,016-36.4% | $63,244-12.5% | $125,389-55.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.00% | 21.71%-21.7pp | -70.31%+70.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $536 | $3,601-85.1% | $2,322-76.9% | $4,866-89.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $24 | $11,954-99.8% | $5,893-99.6% | $9,541-99.8% |