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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 | $104,954 | $180,459-41.8% | $154,108-31.9% | $135,380-22.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.62% | 888.21%-892.8pp | 735.21%-739.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $8,119 | $6,035+34.5% | $5,298+53.3% | $4,779+69.9% |
| Participant deferral / active EE | $652 | $5,806-88.8% | $5,081-87.2% | $5,609-88.4% |
| Admin fee / account holder | $45 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |