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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 | $365,710-100.0% | $298,592-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 61.5%-61.5pp | 44.5%-44.5pp | 46.4%-46.4pp |
| Annual return | -8.86% | 0.21%-9.1pp | -0.25%-8.6pp | -82.67%+73.8pp |
| Employer contribution / active EE | $23,557 | $43,613-46.0% | $39,776-40.8% | $43,771-46.2% |
| Participant deferral / active EE | $0 | $0-100.0% | $0-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $23,879-100.0% | $18,607-100.0% | $11,204-100.0% |