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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 | $57,493 | $124,187-53.7% | $108,410-47.0% | $167,518-65.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.66% | 1379.80%-1364.1pp | 905.34%-889.7pp | 478.71%-463.0pp |
| Employer contribution / active EE | $7,414 | $4,187+77.1% | $3,558+108.3% | $4,838+53.2% |
| Participant deferral / active EE | $1,958 | $6,908-71.7% | $6,562-70.2% | $6,342-69.1% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |