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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 | $30,741 | $57,305-46.4% | $86,640-64.5% | $75,173-59.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.06% | 2674.24%-2658.2pp | 592.52%-576.5pp | 160.72%-144.7pp |
| Employer contribution / active EE | $4,288 | $2,316+85.1% | $3,024+41.8% | $2,671+60.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $163 | $4,116-96.0% | $5,616-97.1% | $5,651-97.1% |