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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 | $531,693-100.0% | $911,540-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 59.0%-59.0pp | 85.7%-85.7pp |
| Annual return | -12.62% | -13.27%+0.7pp | -12.71%+0.1pp | -13.27%+0.7pp |
| Employer contribution / active EE | $26,118 | $26,843-2.7% | $22,159+17.9% | $26,843-2.7% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $3,210-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $135,769-100.0% | $75,116-100.0% |