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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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 0.52% | 9.77%-9.2pp | 2.10%-1.6pp | 9.77%-9.2pp |
| Employer contribution / active EE | $13,404 | $13,890-3.5% | $21,105-36.5% | $13,890-3.5% |
| Participant deferral / active EE | $0 | $102-100.0% | $0 | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |