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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 | $286,788-100.0% | - | $286,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 37.6%-37.6pp |
| Annual return | 6.68% | 8.21%-1.5pp | 10.84%-4.2pp | 9.30%-2.6pp |
| Employer contribution / active EE | $150,000 | $45,479+229.8% | $35,054+327.9% | $43,748+242.9% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $12,596-100.0% | - | $12,596-100.0% |