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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 | $77,449-100.0% | $69,483-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 4.58% | 39.09%-34.5pp | 28.99%-24.4pp | 345.46%-340.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,076 | $4,415-7.7% | $3,537+15.3% | $5,851-30.3% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |