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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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 37.9%-37.9pp | 13.0%-13.0pp |
| Annual return | 7.77% | 10.76%-3.0pp | 10.56%-2.8pp | 13.59%-5.8pp |
| Employer contribution / active EE | $8,857 | $10,184-13.0% | $30,199-70.7% | $14,592-39.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |