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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 | $138,075-100.0% | $123,552-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -14.13% | 153.70%-167.8pp | 119.20%-133.3pp | 519.79%-533.9pp |
| Employer contribution / active EE | $4,640 | $5,152-9.9% | $4,628+0.3% | $4,779-2.9% |
| Participant deferral / active EE | $14,684 | $6,800+116.0% | $6,426+128.5% | $5,609+161.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |