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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 | $30,036 | $96,643-68.9% | $86,617-65.3% | $139,456-78.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.78% | 106.57%-92.8pp | 591.91%-578.1pp | 373.45%-359.7pp |
| Employer contribution / active EE | $15,156 | $3,264+364.3% | $3,023+401.3% | $4,753+218.9% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $164 | $6,406-97.4% | $5,613-97.1% | $11,407-98.6% |