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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 | $28,077 | $106,008-73.5% | $92,240-69.6% | $147,586-81.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.95% | 50.05%-27.1pp | 176.29%-153.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $11,263 | $4,333+159.9% | $3,680+206.1% | $4,876+131.0% |
| Participant deferral / active EE | $463 | $4,478-89.7% | $3,897-88.1% | $5,439-91.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |