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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 | $70,256 | $168,635-58.3% | $147,617-52.4% | $125,389-44.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.74% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $29,458 | $6,252+371.2% | $5,564+429.4% | $4,866+505.4% |
| Participant deferral / active EE | $1,500 | $5,507-72.8% | $4,895-69.4% | $5,352-72.0% |
| Admin fee / account holder | $270 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |