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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 | $254,759-100.0% | $216,567-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 81.6%-81.6pp | 82.4%-82.4pp |
| Annual return | 18.81% | 10.04%+8.8pp | 12.94%+5.9pp | 202.70%-183.9pp |
| Employer contribution / active EE | $706 | $6,096-88.4% | $5,216-86.5% | $5,055-86.0% |
| Participant deferral / active EE | $18,071 | $6,948+160.1% | $6,191+191.9% | $6,977+159.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |