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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 | $0 | $738,296-100.0% | $731,371-100.0% | $479,618-100.0% |
| Participation rate | 0.0% | 88.1%-88.1pp | 88.3%-88.3pp | 89.3%-89.3pp |
| Annual return | 1.97% | 476.14%-474.2pp | 451.29%-449.3pp | 101.32%-99.3pp |
| Employer contribution / active EE | $120,270 | $27,265+341.1% | $26,883+347.4% | $22,484+434.9% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $5,194-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $17,157-100.0% | $17,684-100.0% | $12,520-100.0% |