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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 | $627,365-100.0% | $577,535-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.1%-78.1pp | 90.5%-90.5pp |
| Annual return | 6.41% | 5.73%+0.7pp | 6.14%+0.3pp | 11.25%-4.8pp |
| Employer contribution / active EE | $20,845 | $12,122+72.0% | $11,530+80.8% | $23,407-10.9% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $2,961-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $10,557-100.0% | $9,502-100.0% | $52,310-100.0% |