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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 | $53,837-100.0% | $75,714-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 69.1%-69.1pp | 74.8%-74.8pp | 69.3%-69.3pp |
| Annual return | 10.64% | 24.54%-13.9pp | 104.62%-94.0pp | 318.61%-308.0pp |
| Employer contribution / active EE | $1,546 | $2,017-23.4% | $2,744-43.7% | $2,565-39.7% |
| Participant deferral / active EE | $3,082 | $2,895+6.4% | $3,820-19.3% | $3,952-22.0% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |