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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 | $46,471 | $135,645-65.7% | $110,243-57.8% | $135,380-65.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.44% | 513.24%-519.7pp | 314.76%-321.2pp | 519.81%-526.2pp |
| Employer contribution / active EE | $14,444 | $4,907+194.4% | $3,827+277.5% | $4,779+202.3% |
| Participant deferral / active EE | $82 | $5,507-98.5% | $4,672-98.2% | $5,609-98.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |