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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 | $165,939-100.0% | $122,354-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 44.44% | 34.56%+9.9pp | 30.28%+14.2pp | 578.59%-534.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,850 | $4,005-53.8% | $3,287-43.7% | $5,439-66.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |