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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 | $127,740 | $110,629+15.5% | $80,784+58.1% | $167,553-23.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 10.74% | 120.58%-109.8pp | 87.31%-76.6pp | 478.89%-468.1pp |
| Employer contribution / active EE | $2,443 | $1,543+58.3% | $1,160+110.6% | $4,840-49.5% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,145-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |