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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 | $41,274-100.0% | $291,448-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 29.3%-29.3pp | 28.6%-28.6pp | 8.4%-8.4pp |
| Annual return | 10.59% | 5.68%+4.9pp | 6.39%+4.2pp | 18.35%-7.8pp |
| Employer contribution / active EE | $6,154 | $7,755-20.6% | $30,371-79.7% | $14,669-58.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $24-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,125-100.0% | $7,637-100.0% | $9,141-100.0% |