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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 | $33,343 | $175,231-81.0% | $149,696-77.7% | $139,466-76.1% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 17.14% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,102 | $5,478-61.6% | $4,821-56.4% | $4,754-55.8% |
| Participant deferral / active EE | $1,486 | $6,521-77.2% | $5,682-73.8% | $6,712-77.9% |
| Admin fee / account holder | $276 | $16,155-98.3% | $13,212-97.9% | $11,409-97.6% |