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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 | $90,713 | $76,551+18.5% | $123,894-26.8% | $62,881+44.3% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 600.03% | 18.68%+581.4pp | 47.52%+552.5pp | 20.14%+579.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,468 | $4,840-69.7% | $5,984-75.5% | $3,203-54.2% |
| Admin fee / account holder | $85 | $4,826-98.2% | $8,357-99.0% | $4,296-98.0% |