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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 | $65,712-100.0% | $57,196-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 8.19% | 22.01%-13.8pp | 14.59%-6.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $28 | $3,280-99.1% | $2,683-99.0% | $4,869-99.4% |
| Participant deferral / active EE | $7,188 | $3,782+90.1% | $3,096+132.1% | $5,287+35.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |