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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 | $41,606 | $138,114-69.9% | $125,391-66.8% | $134,545-69.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.32% | 750.88%-765.2pp | 572.41%-586.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $13,062 | $5,246+149.0% | $4,816+171.2% | $4,742+175.5% |
| Participant deferral / active EE | $1,628 | $7,801-79.1% | $7,448-78.1% | $6,401-74.6% |
| Admin fee / account holder | $254 | $11,570-97.8% | $10,009-97.5% | $11,431-97.8% |