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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 | $340,936-100.0% | - | $340,936-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 31.0%-31.0pp |
| Annual return | 4.46% | 9.28%-4.8pp | 8.95%-4.5pp | 14.18%-9.7pp |
| Employer contribution / active EE | $25,000 | $32,268-22.5% | $31,121-19.7% | $33,339-25.0% |
| Participant deferral / active EE | $0 | $0 | $25-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |