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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 | $92,219-100.0% | $76,768-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -1.91% | 5.46%-7.4pp | 2.43%-4.3pp | 519.79%-521.7pp |
| Employer contribution / active EE | $2,215 | $3,216-31.1% | $2,485-10.9% | $4,779-53.6% |
| Participant deferral / active EE | $377 | $4,508-91.6% | $3,852-90.2% | $5,609-93.3% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |