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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 | $431,983-100.0% | $431,983-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 66.7%-66.7pp | 55.8%-55.8pp |
| Annual return | 15.73% | 9.67%+6.1pp | 9.65%+6.1pp | 24.44%-8.7pp |
| Employer contribution / active EE | $34,000 | $51,524-34.0% | $50,020-32.0% | $41,348-17.8% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $35,292-100.0% | $35,292-100.0% | $22,013-100.0% |