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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 | $11,124 | $88,874-87.5% | $81,473-86.3% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 68.0%-68.0pp | - |
| Annual return | 2.29% | 12.81%-10.5pp | 38.78%-36.5pp | - |
| Employer contribution / active EE | $0 | $1,020-100.0% | $2,568-100.0% | - |
| Participant deferral / active EE | $0 | $1,747-100.0% | $3,537-100.0% | - |
| Admin fee / account holder | $269 | $8,975-97.0% | $4,561-94.1% | - |