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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 | $59,009 | $138,076-57.3% | $123,553-52.2% | $135,380-56.4% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -6.01% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $3,846 | $5,152-25.3% | $4,628-16.9% | $4,779-19.5% |
| Participant deferral / active EE | $1,533 | $6,800-77.5% | $6,426-76.1% | $5,609-72.7% |
| Admin fee / account holder | $142 | $10,917-98.7% | $9,284-98.5% | $10,828-98.7% |