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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 | $26,707 | $106,008-74.8% | $92,240-71.0% | $147,586-81.9% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 11.79% | 50.05%-38.3pp | 176.29%-164.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $7,292 | $4,333+68.3% | $3,680+98.2% | $4,876+49.5% |
| Participant deferral / active EE | $616 | $4,478-86.3% | $3,897-84.2% | $5,439-88.7% |
| Admin fee / account holder | $184 | $6,333-97.1% | $5,194-96.4% | $10,886-98.3% |