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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 | $348,986-100.0% | $185,835-100.0% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 78.0%-78.0pp | - |
| Annual return | -3.86% | 9.09%-12.9pp | 35.96%-39.8pp | - |
| Employer contribution / active EE | $0 | $2,863-100.0% | $4,087-100.0% | - |
| Participant deferral / active EE | $0 | $5,378-100.0% | $5,633-100.0% | - |
| Admin fee / account holder | $0 | $28,026-100.0% | $9,502-100.0% | - |