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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 | $100,911-100.0% | $90,440-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 10.04% | 1726.62%-1716.6pp | 1294.38%-1284.3pp | 302.95%-292.9pp |
| Employer contribution / active EE | $34,310 | $3,690+829.8% | $3,263+951.5% | $4,762+620.4% |
| Participant deferral / active EE | $461 | $4,348-89.4% | $3,964-88.4% | $5,983-92.3% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |