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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 | $162,152-100.0% | $162,152-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 31.0%-31.0pp |
| Annual return | 20.96% | 22.47%-1.5pp | 21.29%-0.3pp | 14.18%+6.8pp |
| Employer contribution / active EE | $166,667 | $44,471+274.8% | $38,723+330.4% | $33,339+399.9% |
| Participant deferral / active EE | $0 | $172-100.0% | $168-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $17,688-100.0% |