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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 | $96,116 | $106,008-9.3% | $92,240+4.2% | $147,586-34.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.80% | 50.05%-34.2pp | 176.29%-160.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $4,869 | $4,333+12.4% | $3,680+32.3% | $4,876-0.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $162 | $6,333-97.4% | $5,194-96.9% | $10,886-98.5% |