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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 | $282,865-100.0% | $337,745-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 12.4%-12.4pp |
| Annual return | 11.26% | 9.35%+1.9pp | 9.57%+1.7pp | 9.89%+1.4pp |
| Employer contribution / active EE | $10,345 | $10,293+0.5% | $39,758-74.0% | $14,313-27.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $45-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $352,588-100.0% | $9,084-100.0% |