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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 | $102,595-100.0% | $94,057-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 9.21% | 583.42%-574.2pp | 480.62%-471.4pp | 172.34%-163.1pp |
| Employer contribution / active EE | $13,442 | $3,147+327.1% | $2,933+358.3% | $4,379+207.0% |
| Participant deferral / active EE | $9,708 | $5,118+89.7% | $4,709+106.1% | $6,730+44.2% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |