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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 | $153,252-100.0% | $110,792-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 58.3%-58.3pp | 46.4%-46.4pp |
| Annual return | -4.79% | -1.86%-2.9pp | -0.33%-4.5pp | -82.67%+77.9pp |
| Employer contribution / active EE | $28,518 | $33,714-15.4% | $25,782+10.6% | $43,771-34.8% |
| Participant deferral / active EE | $0 | $892-100.0% | $928-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,194-100.0% | $1,824-100.0% | $11,204-100.0% |