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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 | $68,097-100.0% | $62,929-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 9.59% | 1859.11%-1849.5pp | 1063.93%-1054.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,315 | $2,811-53.2% | $2,505-47.5% | $4,156-68.4% |
| Participant deferral / active EE | $1,294 | $4,553-71.6% | $3,888-66.7% | $6,407-79.8% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |