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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 | $27,817 | $197,819-85.9% | $155,789-82.1% | $125,389-77.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.53% | 86.73%-87.3pp | 71.54%-72.1pp | 282.24%-282.8pp |
| Employer contribution / active EE | $7,995 | $4,850+64.8% | $3,839+108.3% | $4,866+64.3% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $233 | $9,544-97.6% | $7,477-96.9% | $9,541-97.6% |