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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 | $39,172 | $77,157-49.2% | $108,405-63.9% | $85,847-54.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 67.99% | 44.55%+23.4pp | 905.55%-837.6pp | 318.61%-250.6pp |
| Employer contribution / active EE | $2,468 | $2,379+3.7% | $3,559-30.7% | $2,565-3.8% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $286 | $5,174-94.5% | $7,297-96.1% | $6,261-95.4% |