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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 | $17,676 | $96,691-81.7% | $86,656-79.6% | $139,487-87.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.20% | 106.87%-91.7pp | 593.09%-577.9pp | 373.84%-358.6pp |
| Employer contribution / active EE | $919 | $3,267-71.9% | $3,025-69.6% | $4,755-80.7% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $96 | $6,414-98.5% | $5,619-98.3% | $11,407-99.2% |