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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 | $115,555 | $104,924+10.1% | $84,623+36.6% | $152,885-24.4% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 29.50% | 373.82%-344.3pp | 258.77%-229.3pp | 345.39%-315.9pp |
| Employer contribution / active EE | $604 | $3,302-81.7% | $2,652-77.2% | $4,763-87.3% |
| Participant deferral / active EE | $604 | $4,689-87.1% | $3,899-84.5% | $5,851-89.7% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |