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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 | $19,193 | $134,001-85.7% | $112,258-82.9% | $134,509-85.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.71% | 47.15%-59.9pp | 27.47%-40.2pp | 418.13%-430.8pp |
| Employer contribution / active EE | $1,765 | $4,039-56.3% | $3,636-51.5% | $4,741-62.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $63 | $7,491-99.2% | $6,411-99.0% | $11,427-99.4% |