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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 | $106,267-100.0% | $96,520-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 19.77% | 38.45%-18.7pp | 35.72%-15.9pp | 373.45%-353.7pp |
| Employer contribution / active EE | $366 | $4,105-91.1% | $3,739-90.2% | $4,753-92.3% |
| Participant deferral / active EE | $5,010 | $5,454-8.1% | $4,879+2.7% | $6,711-25.4% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |