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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 | $30,705 | $102,663-70.1% | $86,216-64.4% | $139,466-78.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 13.18% | 1924.52%-1911.3pp | 1169.42%-1156.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $1,079 | $3,035-64.4% | $2,382-54.7% | $4,754-77.3% |
| Participant deferral / active EE | $1,092 | $4,677-76.7% | $3,986-72.6% | $6,712-83.7% |
| Admin fee / account holder | $57 | $8,663-99.3% | $6,853-99.2% | $11,409-99.5% |