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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 | $116,228 | $138,114-15.8% | $125,391-7.3% | $134,545-13.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.44% | 750.88%-762.3pp | 572.41%-583.8pp | 418.37%-429.8pp |
| Employer contribution / active EE | $2,437 | $5,246-53.5% | $4,816-49.4% | $4,742-48.6% |
| Participant deferral / active EE | $1,510 | $7,801-80.6% | $7,448-79.7% | $6,401-76.4% |
| Admin fee / account holder | $14 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |