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Annual investment return 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 | $48,078-100.0% | $78,676-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 0.95% | 31.36%-30.4pp | 62.19%-61.2pp | 20.14%-19.2pp |
| Employer contribution / active EE | $3,278 | $2,015+62.7% | $2,850+15.0% | $2,281+43.7% |
| Participant deferral / active EE | $2,742 | $2,587+6.0% | $3,517-22.0% | $3,203-14.4% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |