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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 | $24,265-100.0% | $618,728-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 37.8%-37.8pp | 11.2%-11.2pp |
| Annual return | 12.64% | 9.01%+3.6pp | 2.61%+10.0pp | 9.01%+3.6pp |
| Employer contribution / active EE | $11,883 | $12,866-7.6% | $36,531-67.5% | $12,866-7.6% |
| Participant deferral / active EE | $0 | $260-100.0% | $87-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $69,555-100.0% | $4,785-100.0% |