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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 | $227,399-100.0% | $189,758-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 7.33% | 61.03%-53.7pp | 52.62%-45.3pp | 202.70%-195.4pp |
| Employer contribution / active EE | $2,055 | $5,526-62.8% | $4,767-56.9% | $5,055-59.4% |
| Participant deferral / active EE | $1,467 | $6,837-78.5% | $5,856-74.9% | $6,977-79.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |