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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 | $68,576 | $180,459-62.0% | $154,108-55.5% | $135,380-49.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.76% | 888.21%-890.0pp | 735.21%-737.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $3,000 | $6,035-50.3% | $5,298-43.4% | $4,779-37.2% |
| Participant deferral / active EE | $156 | $5,806-97.3% | $5,081-96.9% | $5,609-97.2% |
| Admin fee / account holder | $49 | $16,145-99.7% | $13,411-99.6% | $10,828-99.6% |