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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 | $52,729-100.0% | $358,154-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 12.6%-12.6pp |
| Annual return | 18.64% | 4.35%+14.3pp | 2.24%+16.4pp | 4.56%+14.1pp |
| Employer contribution / active EE | $16,667 | $105,825-84.3% | $54,559-69.5% | $15,526+7.3% |
| Participant deferral / active EE | $0 | $102-100.0% | $81-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $6,053-100.0% | $1,711-100.0% |