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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 | $24,265-100.0% | $81,675-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 60.0%-60.0pp | 10.4%-10.4pp |
| Annual return | 3.31% | 9.31%-6.0pp | 11.42%-8.1pp | 9.31%-6.0pp |
| Employer contribution / active EE | $13,378 | $13,179+1.5% | $33,172-59.7% | $13,179+1.5% |
| Participant deferral / active EE | $0 | $193-100.0% | $37-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $130-100.0% | $4,785-100.0% |