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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 | $663,797-100.0% | $663,797-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 47.2%-47.2pp | 40.5%-40.5pp | 43.7%-43.7pp |
| Annual return | 4.34% | 8.11%-3.8pp | 8.13%-3.8pp | 13.05%-8.7pp |
| Employer contribution / active EE | $153,750 | $43,909+250.2% | $42,719+259.9% | $37,664+308.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $13,741-100.0% | $13,741-100.0% | $31,365-100.0% |