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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 | $100,231 | $75,935+32.0% | $60,547+65.5% | $125,388-20.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.88% | -5.38%+4.5pp | 335.64%-336.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $517 | $3,438-85.0% | $2,419-78.7% | $4,866-89.4% |
| Participant deferral / active EE | $825 | $4,506-81.7% | $3,328-75.2% | $5,352-84.6% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |