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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 | $57,643 | $190,879-69.8% | $160,009-64.0% | $134,532-57.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -0.16% | 552.63%-552.8pp | 408.85%-409.0pp | 418.27%-418.4pp |
| Employer contribution / active EE | $15,291 | $4,995+206.1% | $4,225+261.9% | $4,741+222.5% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |