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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 | $107,032-100.0% | $104,068-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 9.9%-9.9pp |
| Annual return | -15.45% | -12.83%-2.6pp | -10.12%-5.3pp | -5.25%-10.2pp |
| Employer contribution / active EE | $7,439 | $11,974-37.9% | $47,166-84.2% | $15,161-50.9% |
| Participant deferral / active EE | $0 | $151-100.0% | $492-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,025-100.0% | $3,859-100.0% |