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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 | $59,519 | $177,353-66.4% | $158,226-62.4% | $198,609-70.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 6.42% | 599.50%-593.1pp | 501.41%-495.0pp | 202.70%-196.3pp |
| Employer contribution / active EE | $3,889 | $3,239+20.1% | $2,986+30.3% | $5,055-23.1% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $151 | $10,960-98.6% | $10,217-98.5% | $19,030-99.2% |