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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 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 30.17% | -3.04%+33.2pp | -0.73%+30.9pp | 15.59%+14.6pp |
| Employer contribution / active EE | $16,000 | $42,104-62.0% | $28,477-43.8% | $33,256-51.9% |
| Participant deferral / active EE | $0 | $123-100.0% | $476-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |