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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 | $198,586-100.0% | $438,681-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.3%-44.3pp | 13.5%-13.5pp |
| Annual return | 12.60% | 6.29%+6.3pp | 4.26%+8.3pp | 9.29%+3.3pp |
| Employer contribution / active EE | $2,190 | $12,206-82.1% | $54,767-96.0% | $15,168-85.6% |
| Participant deferral / active EE | $0 | $162-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,187-100.0% | $2,037-100.0% |