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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 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.3%-47.3pp |
| Annual return | 14.37% | 8.18%+6.2pp | 9.69%+4.7pp | 12.16%+2.2pp |
| Employer contribution / active EE | $30,358 | $56,351-46.1% | $42,379-28.4% | $44,747-32.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |