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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 | $104,795-100.0% | $104,795-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 50.0%-50.0pp | 27.7%-27.7pp |
| Annual return | 9.52% | 12.50%-3.0pp | 12.12%-2.6pp | 15.59%-6.1pp |
| Employer contribution / active EE | $195,443 | $36,503+435.4% | $33,582+482.0% | $33,256+487.7% |
| Participant deferral / active EE | $0 | $0-100.0% | $0-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $130-100.0% | $21,009-100.0% |