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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 | $103,387-100.0% | $87,102-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | 23.17% | 28.10%-4.9pp | 28.19%-5.0pp | 345.39%-322.2pp |
| Employer contribution / active EE | $2,842 | $3,221-11.8% | $2,521+12.7% | $4,763-40.3% |
| Participant deferral / active EE | $506 | $4,778-89.4% | $4,048-87.5% | $5,851-91.4% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |