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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% | 27.7%-27.7pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 40.86% | 15.59%+25.3pp | -5.09%+46.0pp | 15.59%+25.3pp |
| Employer contribution / active EE | $40,227 | $33,256+21.0% | $67,471-40.4% | $33,256+21.0% |
| Participant deferral / active EE | $0 | $83-100.0% | $165-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |