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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 | $102,547-100.0% | $78,210-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.7%-68.7pp | 82.8%-82.8pp |
| Annual return | 11.51% | 51.08%-39.6pp | 40.90%-29.4pp | 578.59%-567.1pp |
| Employer contribution / active EE | $4,110 | $2,617+57.1% | $2,034+102.1% | $4,876-15.7% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,886-100.0% |