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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 | $46,757-100.0% | $158,640-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.3%-11.3pp |
| Annual return | 17.54% | 9.02%+8.5pp | 10.66%+6.9pp | 10.41%+7.1pp |
| Employer contribution / active EE | $7,889 | $8,857-10.9% | $30,880-74.5% | $14,691-46.3% |
| Participant deferral / active EE | $0 | $217-100.0% | $65-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $1,478-100.0% | $2,646-100.0% |