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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 | $50,876-100.0% | $186,087-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 15.7%-15.7pp |
| Annual return | -0.91% | -1.85%+0.9pp | -2.13%+1.2pp | -7.14%+6.2pp |
| Employer contribution / active EE | $11,724 | $9,669+21.3% | $34,127-65.6% | $14,613-19.8% |
| Participant deferral / active EE | $0 | $463-100.0% | $131-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $941-100.0% | $1,191-100.0% |