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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 | $138,054 | $95,979+43.8% | $74,551+85.2% | $135,380+2.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.21% | 56.97%-53.8pp | 32.53%-29.3pp | 519.81%-516.6pp |
| Employer contribution / active EE | $6,542 | $2,716+140.9% | $1,961+233.6% | $4,779+36.9% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $159 | $6,522-97.6% | $5,059-96.8% | $10,828-98.5% |