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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 | $112,121-100.0% | $95,960-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 14.31% | 171.16%-156.9pp | 91.63%-77.3pp | 302.95%-288.6pp |
| Employer contribution / active EE | $3,153 | $3,199-1.4% | $2,541+24.1% | $4,762-33.8% |
| Participant deferral / active EE | $721 | $4,784-84.9% | $4,167-82.7% | $5,983-88.0% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |