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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 | $249,316-100.0% | $249,316-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 59.4%-59.4pp | 34.1%-34.1pp |
| Annual return | 15.25% | 10.75%+4.5pp | 10.61%+4.6pp | 13.02%+2.2pp |
| Employer contribution / active EE | $71,000 | $33,663+110.9% | $31,160+127.9% | $34,257+107.3% |
| Participant deferral / active EE | $0 | $26-100.0% | $24-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,819-100.0% | $1,819-100.0% | $39,117-100.0% |