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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 | $183,592-100.0% | $155,574-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 13.49% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,575 | $5,317-70.4% | $4,676-66.3% | $4,663-66.2% |
| Participant deferral / active EE | $1,166 | $6,466-82.0% | $5,629-79.3% | $6,691-82.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |