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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 | $52,198-100.0% | $663,797-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 11.0%-11.0pp |
| Annual return | 11.33% | 9.06%+2.3pp | 8.13%+3.2pp | 8.21%+3.1pp |
| Employer contribution / active EE | $13,424 | $13,463-0.3% | $42,719-68.6% | $13,841-3.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $12-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $13,741-100.0% | $1,652-100.0% |