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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 | $1,007,756-100.0% | $1,007,756-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 45.5%-45.5pp | 41.7%-41.7pp | 35.7%-35.7pp |
| Annual return | 10.89% | 6.04%+4.8pp | 6.09%+4.8pp | 15.19%-4.3pp |
| Employer contribution / active EE | $16,667 | $38,393-56.6% | $37,712-55.8% | $34,877-52.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $86-100.0% |
| Admin fee / account holder | $0 | $29,176-100.0% | $29,176-100.0% | $50,584-100.0% |