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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 | $47,479-100.0% | $62,929-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 73.1%-73.1pp | 68.1%-68.1pp |
| Annual return | 11.13% | 20.34%-9.2pp | 1063.93%-1052.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,923 | $1,885+55.0% | $2,505+16.7% | $2,551+14.6% |
| Participant deferral / active EE | $4,193 | $2,870+46.1% | $3,888+7.8% | $4,139+1.3% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |