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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 | $54,380-100.0% | $68,509-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 70.2%-70.2pp | 74.7%-74.7pp | 68.7%-68.7pp |
| Annual return | 1.22% | 2.83%-1.6pp | 8.27%-7.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $128 | $1,539-91.7% | $2,278-94.4% | $2,203-94.2% |
| Participant deferral / active EE | $1,196 | $2,643-54.8% | $3,382-64.6% | $3,192-62.5% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |