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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 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | -11.11% | -21.89%+10.8pp | 179.55%-190.7pp | -14.65%+3.5pp |
| Employer contribution / active EE | $40,253 | $32,024+25.7% | $24,917+61.5% | $46,321-13.1% |
| Participant deferral / active EE | $0 | $259-100.0% | $463-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |