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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 | $315,650-100.0% | $308,621-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 57.6%-57.6pp | 43.9%-43.9pp |
| Annual return | 5.02% | 8.11%-3.1pp | 8.05%-3.0pp | 13.05%-8.0pp |
| Employer contribution / active EE | $23,591 | $44,185-46.6% | $42,683-44.7% | $37,647-37.3% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |