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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 | $83,839 | $180,462-53.5% | $154,111-45.6% | $135,379-38.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.29% | 888.17%-890.5pp | 735.18%-737.5pp | 519.79%-522.1pp |
| Employer contribution / active EE | $11,055 | $6,036+83.2% | $5,298+108.7% | $4,779+131.3% |
| Participant deferral / active EE | $1,616 | $5,806-72.2% | $5,081-68.2% | $5,609-71.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |