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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 | $2,578,824-100.0% | $2,578,824-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 33.3%-33.3pp | 27.7%-27.7pp |
| Annual return | 10.89% | 1.23%+9.7pp | 1.41%+9.5pp | 15.59%-4.7pp |
| Employer contribution / active EE | $16,667 | $27,750-39.9% | $26,835-37.9% | $33,256-49.9% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $24,997-100.0% | $24,997-100.0% | $21,009-100.0% |