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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $205,401-100.0% | $205,401-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 17.6%-17.6pp | 48.7%-48.7pp |
| Annual return | -1.49% | 0.38%-1.9pp | 0.02%-1.5pp | -2.16%+0.7pp |
| Employer contribution / active EE | $66,667 | $53,060+25.6% | $45,513+46.5% | $42,949+55.2% |
| Participant deferral / active EE | $0 | $119-100.0% | $109-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $4,705-100.0% | $12,572-100.0% |