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Employer 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 | $355,607-100.0% | $323,456-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 77.8%-77.8pp | 84.6%-84.6pp |
| Annual return | 13.08% | 14.49%-1.4pp | 13.64%-0.6pp | 10.55%+2.5pp |
| Employer contribution / active EE | $4,500 | $31,354-85.6% | $30,857-85.4% | $25,340-82.2% |
| Participant deferral / active EE | $0 | $8,255-100.0% | $7,386-100.0% | $3,729-100.0% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $48,677-100.0% |