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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 | $113,691 | $99,995+13.7% | $85,063+33.7% | $145,978-22.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 83.99%-69.1pp | 66.54%-51.6pp | 550.52%-535.6pp |
| Employer contribution / active EE | $14,341 | $3,231+343.8% | $2,727+425.8% | $4,662+207.6% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20 | $7,255-99.7% | $6,155-99.7% | $13,400-99.9% |