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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 | $59,332-100.0% | $90,223-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 71.9%-71.9pp | 79.0%-79.0pp | 68.7%-68.7pp |
| Annual return | 1.91% | 3.25%-1.3pp | 1.31%+0.6pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $5,488 | $3,031+81.1% | $4,378+25.4% | $2,203+149.2% |
| Participant deferral / active EE | $1,150 | $4,369-73.7% | $5,792-80.1% | $3,192-64.0% |
| Admin fee / account holder | $0 | $5,032-100.0% | $7,406-100.0% | $4,297-100.0% |