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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 | $35,131 | $135,645-74.1% | $110,243-68.1% | $135,380-74.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.36% | 513.24%-519.6pp | 314.76%-321.1pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,884 | $4,907-61.6% | $3,827-50.8% | $4,779-60.6% |
| Participant deferral / active EE | $1,019 | $5,507-81.5% | $4,672-78.2% | $5,609-81.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |