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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 | $79,415 | $93,117-14.7% | $77,096+3.0% | $134,532-41.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 18.12% | 62.67%-44.5pp | 42.35%-24.2pp | 418.27%-400.1pp |
| Employer contribution / active EE | $734 | $3,420-78.5% | $2,814-73.9% | $4,741-84.5% |
| Participant deferral / active EE | $839 | $5,241-84.0% | $4,429-81.1% | $6,401-86.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |