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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 | $282,865-100.0% | $431,983-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 66.7%-66.7pp | 12.4%-12.4pp |
| Annual return | 12.83% | 9.36%+3.5pp | 9.65%+3.2pp | 9.89%+2.9pp |
| Employer contribution / active EE | $4,664 | $8,354-44.2% | $50,020-90.7% | $14,313-67.4% |
| Participant deferral / active EE | $0 | $224-100.0% | $62-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $35,292-100.0% | $9,084-100.0% |