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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 | $19,581 | $84,685-76.9% | $73,836-73.5% | $125,389-84.4% |
| Participation rate | 95.0% | 76.8%+18.2pp | 73.4%+21.6pp | 83.2%+11.8pp |
| Annual return | -1.40% | 3123.80%-3125.2pp | 2268.06%-2269.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $800 | $3,123-74.4% | $2,787-71.3% | $4,866-83.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $294 | $5,694-94.8% | $4,882-94.0% | $9,541-96.9% |