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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 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | 15.51% | 9.58%+5.9pp | 9.35%+6.2pp | 13.02%+2.5pp |
| Employer contribution / active EE | $67,433 | $36,884+82.8% | $34,480+95.6% | $34,257+96.8% |
| Participant deferral / active EE | $0 | $0 | $15-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |