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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 | $38,536-100.0% | $112,259-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 13.6%-13.6pp | 15.3%-15.3pp |
| Annual return | 4.44% | 8.87%-4.4pp | -0.21%+4.6pp | 9.75%-5.3pp |
| Employer contribution / active EE | $6,688 | $25,431-73.7% | $24,124-72.3% | $13,830-51.6% |
| Participant deferral / active EE | $0 | $0 | $350-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $5,412-100.0% | $2,810-100.0% |