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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | - | 0.0%0pp |
| Annual return | 11.84% | -7.15%+19.0pp | -18.82%+30.7pp | -7.15%+19.0pp |
| Employer contribution / active EE | $33,333 | $30,491+9.3% | $33,3330% | $30,491+9.3% |
| Participant deferral / active EE | $0 | $0 | - | $0 |
| Admin fee / account holder | $0 | $0 | - | - |