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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 | $57,317 | $95,975-40.3% | $74,549-23.1% | $135,379-57.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.91% | 56.96%-65.9pp | 32.53%-41.4pp | 519.79%-528.7pp |
| Employer contribution / active EE | $14,925 | $2,716+449.5% | $1,961+661.1% | $4,779+212.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $194 | $6,522-97.0% | $5,059-96.2% | $10,828-98.2% |