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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 | $194,538 | $95,975+102.7% | $74,552+160.9% | $135,377+43.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.56% | 56.96%-60.5pp | 32.53%-36.1pp | 519.75%-523.3pp |
| Employer contribution / active EE | $15,937 | $2,716+486.7% | $1,961+712.7% | $4,779+233.5% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,828-100.0% |