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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 | $133,308-100.0% | $133,308-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 11.8%-11.8pp | 27.7%-27.7pp |
| Annual return | 14.77% | 7.20%+7.6pp | 7.44%+7.3pp | 15.59%-0.8pp |
| Employer contribution / active EE | $750,000 | $33,615+2131.2% | $30,790+2335.9% | $33,256+2155.2% |
| Participant deferral / active EE | $0 | $189-100.0% | $640-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $16,084-100.0% | $16,084-100.0% | $21,009-100.0% |