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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 | $0 | $110,850-100.0% | $139,743-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 22.6%-22.6pp | 12.6%-12.6pp |
| Annual return | 7.63% | 4.01%+3.6pp | 4.96%+2.7pp | 4.56%+3.1pp |
| Employer contribution / active EE | $6,250 | $8,726-28.4% | $29,749-79.0% | $15,526-59.7% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,927-100.0% | $3,369-100.0% | $1,711-100.0% |