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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 | $438,681-100.0% | $438,681-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 48.2%-48.2pp | 44.3%-44.3pp | 43.0%-43.0pp |
| Annual return | 2.04% | 4.01%-2.0pp | 4.26%-2.2pp | 259.17%-257.1pp |
| Employer contribution / active EE | $19,900 | $56,756-64.9% | $54,767-63.7% | $41,471-52.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,187-100.0% | $2,187-100.0% | $21,502-100.0% |