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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 | $349,369-100.0% | - | $349,369-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | 0.90% | -7.28%+8.2pp | 22.50%-21.6pp | -14.65%+15.5pp |
| Employer contribution / active EE | $38,750 | $42,083-7.9% | $33,849+14.5% | $46,321-16.3% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |