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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% | $380,063-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 27.7%-27.7pp |
| Annual return | 6.12% | 26.05%-19.9pp | 24.34%-18.2pp | 15.59%-9.5pp |
| Employer contribution / active EE | $84,597 | $44,932+88.3% | $37,144+127.8% | $33,256+154.4% |
| Participant deferral / active EE | $0 | $249-100.0% | $249-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $21,009-100.0% |