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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 | $362,190-100.0% | $362,190-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 24.6%-24.6pp | 16.7%-16.7pp | 34.7%-34.7pp |
| Annual return | 16.00% | 61.62%-45.6pp | 51.06%-35.1pp | 12.28%+3.7pp |
| Employer contribution / active EE | $125,000 | $38,616+223.7% | $33,707+270.8% | $34,589+261.4% |
| Participant deferral / active EE | $0 | $203-100.0% | $191-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $354,836-100.0% | $354,836-100.0% | $47,656-100.0% |