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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 | $33,811 | $108,695-68.9% | $74,722-54.8% | $152,897-77.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 22.91% | 114.11%-91.2pp | 753.11%-730.2pp | 345.43%-322.5pp |
| Employer contribution / active EE | $5,615 | $1,504+273.3% | $1,084+417.9% | $4,764+17.9% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $231 | $4,906-95.3% | $3,335-93.1% | $11,599-98.0% |