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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 | $330,599-100.0% | - | $330,599-100.0% |
| Participation rate | 0.0% | 43.7%-43.7pp | 0.0%0pp | 43.7%-43.7pp |
| Annual return | 6.37% | 6.20%+0.2pp | 6.77%-0.4pp | 13.05%-6.7pp |
| Employer contribution / active EE | $20,858 | $25,246-17.4% | $20,121+3.7% | $37,664-44.6% |
| Participant deferral / active EE | $0 | $0 | $0 | $48-100.0% |
| Admin fee / account holder | $0 | $31,365-100.0% | - | $31,365-100.0% |