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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 | $88,648-100.0% | $88,648-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 37.5%-37.5pp | 34.1%-34.1pp |
| Annual return | 7.44% | 8.59%-1.2pp | 8.71%-1.3pp | 13.02%-5.6pp |
| Employer contribution / active EE | $17,221 | $25,891-33.5% | $23,024-25.2% | $34,257-49.7% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $648-100.0% | $648-100.0% | $39,117-100.0% |