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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 | $55,020 | $73,518-25.2% | $63,003-12.7% | $147,585-62.7% |
| Participation rate | 81.0% | 77.9%+3.1pp | 74.8%+6.1pp | 82.8%-1.9pp |
| Annual return | 16.53% | 175.46%-158.9pp | 87.59%-71.1pp | 578.56%-562.0pp |
| Employer contribution / active EE | $952 | $3,322-71.3% | $2,760-65.5% | $4,876-80.5% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $253 | $5,952-95.8% | $3,600-93.0% | $10,885-97.7% |