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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 | $39,601 | $88,815-55.4% | $81,882-51.6% | $145,897-72.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 41.54% | 1033.75%-992.2pp | 779.47%-737.9pp | 552.29%-510.8pp |
| Employer contribution / active EE | $6,108 | $3,086+97.9% | $2,916+109.5% | $4,663+31.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |