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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 | $281,394-100.0% | $270,125-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -2.54% | -41.91%+39.4pp | -38.85%+36.3pp | -14.65%+12.1pp |
| Employer contribution / active EE | $26,280 | $40,094-34.5% | $37,752-30.4% | $46,317-43.3% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |