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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 | $340,936-100.0% | - | $340,936-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 25.0%-25.0pp | 31.0%-31.0pp |
| Annual return | 17.03% | 9.24%+7.8pp | 9.23%+7.8pp | 14.18%+2.9pp |
| Employer contribution / active EE | $3,000 | $28,511-89.5% | $24,393-87.7% | $33,339-91.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $23-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |