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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 | $202,326-100.0% | $172,745-100.0% | $152,870-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 5.48% | 1029.72%-1024.2pp | 802.90%-797.4pp | 345.34%-339.9pp |
| Employer contribution / active EE | $23,721 | $5,858+305.0% | $5,144+361.1% | $4,763+398.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |