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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 | $118,035-100.0% | $118,035-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 33.3%-33.3pp | 35.7%-35.7pp |
| Annual return | 15.71% | 5.94%+9.8pp | 6.20%+9.5pp | 15.19%+0.5pp |
| Employer contribution / active EE | $12,548 | $32,107-60.9% | $30,079-58.3% | $34,877-64.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $46-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $3,644-100.0% | $3,644-100.0% | $50,584-100.0% |