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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 | $57,469 | $176,077-67.4% | $159,455-64.0% | $167,518-65.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.97% | 331.83%-315.9pp | 263.63%-247.7pp | 478.71%-462.7pp |
| Employer contribution / active EE | $1,718 | $5,298-67.6% | $4,830-64.4% | $4,838-64.5% |
| Participant deferral / active EE | $2,147 | $7,751-72.3% | $7,353-70.8% | $6,342-66.1% |
| Admin fee / account holder | $31 | $12,556-99.8% | $10,800-99.7% | $12,312-99.7% |