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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 | $59,553-100.0% | $83,167-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 77.9%-77.9pp | 15.7%-15.7pp |
| Annual return | -1.87% | -0.78%-1.1pp | -0.37%-1.5pp | -7.14%+5.3pp |
| Employer contribution / active EE | $5,709 | $11,650-51.0% | $27,460-79.2% | $14,613-60.9% |
| Participant deferral / active EE | $0 | $997-100.0% | $1,021-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,768-100.0% | $3,063-100.0% | $1,191-100.0% |