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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 | $111,814-100.0% | $103,378-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 15.07% | 24.80%-9.7pp | 24.91%-9.8pp | 550.52%-535.4pp |
| Employer contribution / active EE | $718 | $4,215-83.0% | $3,870-81.4% | $4,662-84.6% |
| Participant deferral / active EE | $12,410 | $5,618+120.9% | $5,058+145.4% | $6,690+85.5% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |