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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 | $38,802 | $168,635-77.0% | $147,617-73.7% | $125,389-69.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.02% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,981 | $6,252-52.3% | $5,564-46.4% | $4,866-38.7% |
| Participant deferral / active EE | $1,612 | $5,507-70.7% | $4,895-67.1% | $5,352-69.9% |
| Admin fee / account holder | $12 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |