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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 | $362,190-100.0% | $362,190-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 27.5%-27.5pp | 20.3%-20.3pp | 34.1%-34.1pp |
| Annual return | 7.81% | 77.19%-69.4pp | 64.23%-56.4pp | 13.02%-5.2pp |
| Employer contribution / active EE | $9,414 | $36,358-74.1% | $31,311-69.9% | $34,257-72.5% |
| Participant deferral / active EE | $0 | $274-100.0% | $251-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $354,836-100.0% | $354,836-100.0% | $39,117-100.0% |