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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 | $111,633 | $138,114-19.2% | $125,391-11.0% | $134,545-17.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.61% | 750.88%-754.5pp | 572.41%-576.0pp | 418.37%-422.0pp |
| Employer contribution / active EE | $10,526 | $5,246+100.7% | $4,816+118.6% | $4,742+122.0% |
| Participant deferral / active EE | $303 | $7,801-96.1% | $7,448-95.9% | $6,401-95.3% |
| Admin fee / account holder | $13 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |