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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 | $33,606 | $108,922-69.1% | $100,398-66.5% | $145,978-77.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.40% | 58.04%-42.6pp | 49.32%-33.9pp | 550.52%-535.1pp |
| Employer contribution / active EE | $950 | $4,426-78.5% | $3,946-75.9% | $4,662-79.6% |
| Participant deferral / active EE | $950 | $8,450-88.8% | $8,084-88.2% | $6,690-85.8% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |