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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 | $254,173-100.0% | - | $254,173-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.0%-43.0pp |
| Annual return | 12.80% | 5.89%+6.9pp | 6.53%+6.3pp | 259.17%-246.4pp |
| Employer contribution / active EE | $97,339 | $46,217+110.6% | $36,884+163.9% | $41,471+134.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $21,502-100.0% | - | $21,502-100.0% |