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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 | $10,791 | $90,614-88.1% | $76,089-85.8% | $145,877-92.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.47% | 623.80%-611.3pp | 360.94%-348.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,590 | $3,324-52.2% | $2,690-40.9% | $4,663-65.9% |
| Participant deferral / active EE | $746 | $5,168-85.6% | $4,259-82.5% | $6,691-88.8% |
| Admin fee / account holder | $240 | $8,376-97.1% | $6,418-96.3% | $13,402-98.2% |