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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 | $15,721 | $124,175-87.3% | $108,405-85.5% | $167,536-90.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $17,488 | $4,188+317.6% | $3,559+391.4% | $4,839+261.4% |
| Participant deferral / active EE | $1,875 | $6,908-72.9% | $6,563-71.4% | $6,342-70.4% |
| Admin fee / account holder | $20 | $9,457-99.8% | $7,297-99.7% | $12,315-99.8% |