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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 | $93,849 | $84,685+10.8% | $73,836+27.1% | $125,389-25.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.51% | 3123.80%-3124.3pp | 2268.06%-2268.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $14,314 | $3,123+358.3% | $2,787+413.5% | $4,866+194.2% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11 | $5,694-99.8% | $4,882-99.8% | $9,541-99.9% |