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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 | $192,869-100.0% | $192,869-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 59.0%-59.0pp | 36.2%-36.2pp | 46.4%-46.4pp |
| Annual return | -6.22% | -0.47%-5.8pp | -0.77%-5.5pp | -82.67%+76.4pp |
| Employer contribution / active EE | $9,375 | $34,803-73.1% | $29,514-68.2% | $43,771-78.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $36-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $42,257-100.0% | $42,257-100.0% | $11,204-100.0% |