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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 | $19,519 | $67,352-71.0% | $60,899-67.9% | $134,509-85.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.55% | 49.99%-68.5pp | 16.92%-35.5pp | 418.13%-436.7pp |
| Employer contribution / active EE | $7,279 | $3,098+135.0% | $2,702+169.4% | $4,741+53.6% |
| Participant deferral / active EE | $351 | $4,539-92.3% | $3,817-90.8% | $6,400-94.5% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |