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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 | $29,389 | $102,393-71.3% | $147,041-80.0% | $80,911-63.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 52.10% | 134.95%-82.9pp | 419.21%-367.1pp | 35.63%+16.5pp |
| Employer contribution / active EE | $1,180 | $3,715-68.2% | $4,935-76.1% | $2,756-57.2% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $238 | $7,943-97.0% | $13,006-98.2% | $6,935-96.6% |