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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 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 34.1%-34.1pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | 12.75% | 13.02%-0.3pp | -1.83%+14.6pp | 13.02%-0.3pp |
| Employer contribution / active EE | $31,130 | $34,257-9.1% | $35,544-12.4% | $34,257-9.1% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |