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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 | $227,984 | $138,076+65.1% | $123,553+84.5% | $135,380+68.4% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | 0.37% | 153.70%-153.3pp | 119.21%-118.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $1,601 | $5,152-68.9% | $4,628-65.4% | $4,779-66.5% |
| Participant deferral / active EE | $1,956 | $6,800-71.2% | $6,426-69.6% | $5,609-65.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |