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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 | $176,816-100.0% | $176,816-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 39.2%-39.2pp | 45.6%-45.6pp |
| Annual return | 4.14% | 2.97%+1.2pp | 2.89%+1.2pp | 4.16%0pp |
| Employer contribution / active EE | $96,448 | $44,301+117.7% | $39,831+142.1% | $42,918+124.7% |
| Participant deferral / active EE | $0 | $98-100.0% | $99-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $478-100.0% | $478-100.0% | $21,465-100.0% |