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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 | $136,833-100.0% | $112,259-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 13.6%-13.6pp | 34.7%-34.7pp |
| Annual return | 8.76% | -2.43%+11.2pp | -0.21%+9.0pp | 12.28%-3.5pp |
| Employer contribution / active EE | $40,000 | $25,812+55.0% | $24,124+65.8% | $34,589+15.6% |
| Participant deferral / active EE | $0 | $419-100.0% | $350-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $47,656-100.0% |