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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 | $40,263-100.0% | $57,347-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 68.7%-68.7pp |
| Annual return | 0.73% | 27.50%-26.8pp | 24.40%-23.7pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,906 | $2,400-20.6% | $3,162-39.7% | $3,192-40.3% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |