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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 | $92,468-100.0% | $83,167-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.9%-77.9pp | 48.7%-48.7pp |
| Annual return | -0.88% | -0.06%-0.8pp | -0.37%-0.5pp | -2.16%+1.3pp |
| Employer contribution / active EE | $36,377 | $33,795+7.6% | $27,460+32.5% | $42,949-15.3% |
| Participant deferral / active EE | $0 | $923-100.0% | $1,021-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,305-100.0% | $3,063-100.0% | $12,572-100.0% |