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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 | $96,123-100.0% | $77,361-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.0%-75.0pp | 82.4%-82.4pp |
| Annual return | 9.59% | 2054.81%-2045.2pp | 1011.54%-1002.0pp | 202.70%-193.1pp |
| Employer contribution / active EE | $1,315 | $3,791-65.3% | $2,990-56.0% | $5,055-74.0% |
| Participant deferral / active EE | $1,294 | $4,975-74.0% | $3,911-66.9% | $6,977-81.5% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |