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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 | $280,286-100.0% | $280,286-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 31.0%-31.0pp |
| Annual return | 3.85% | -3.86%+7.7pp | 3.16%+0.7pp | 14.18%-10.3pp |
| Employer contribution / active EE | $63,236 | $32,936+92.0% | $21,438+195.0% | $33,339+89.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |