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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% | 50.0%-50.0pp | 25.0%-25.0pp | 27.7%-27.7pp |
| Annual return | 7.26% | 9.87%-2.6pp | 9.70%-2.4pp | 15.59%-8.3pp |
| Employer contribution / active EE | $30,000 | $31,719-5.4% | $26,706+12.3% | $33,256-9.8% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |