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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 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | 1.67% | -0.62%+2.3pp | -0.67%+2.3pp | -82.67%+84.3pp |
| Employer contribution / active EE | $51,471 | $37,810+36.1% | $31,731+62.2% | $43,771+17.6% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |