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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 | $162,152-100.0% | $162,152-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 27.7%-27.7pp |
| Annual return | 5.40% | 26.05%-20.7pp | 24.34%-18.9pp | 15.59%-10.2pp |
| Employer contribution / active EE | $64,573 | $44,932+43.7% | $37,144+73.8% | $33,256+94.2% |
| Participant deferral / active EE | $0 | $249-100.0% | $249-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $21,009-100.0% |