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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 | $45,013 | $100,938-55.4% | $90,461-50.2% | $158,982-71.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.03% | 1727.20%-1713.2pp | 1294.76%-1280.7pp | 302.99%-289.0pp |
| Employer contribution / active EE | $3,041 | $3,691-17.6% | $3,264-6.8% | $4,763-36.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $51 | $6,510-99.2% | $5,617-99.1% | $11,252-99.5% |