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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 | $22,377 | $138,078-83.8% | $125,363-82.2% | $134,509-83.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $987 | $5,245-81.2% | $4,815-79.5% | $4,741-79.2% |
| Participant deferral / active EE | $1,831 | $7,800-76.5% | $7,447-75.4% | $6,400-71.4% |
| Admin fee / account holder | $109 | $11,566-99.1% | $10,005-98.9% | $11,427-99.0% |