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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 | $151,892-100.0% | $96,608-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 48.8%-48.8pp | 34.7%-34.7pp |
| Annual return | 8.03% | 4.45%+3.6pp | 5.63%+2.4pp | 12.28%-4.3pp |
| Employer contribution / active EE | $27,500 | $32,850-16.3% | $24,733+11.2% | $34,589-20.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $689-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $26,557-100.0% | $16,781-100.0% | $47,656-100.0% |