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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 | $282,865-100.0% | $131,914-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 53.8%-53.8pp | 12.4%-12.4pp |
| Annual return | 9.72% | 26.18%-16.5pp | 9.67%+0.1pp | 9.89%-0.2pp |
| Employer contribution / active EE | $7,683 | $9,213-16.6% | $33,327-76.9% | $14,313-46.3% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $497-100.0% | $9,084-100.0% |