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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 | $107,353-100.0% | $92,903-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | -10.94% | 145.62%-156.6pp | 109.43%-120.4pp | 345.39%-356.3pp |
| Employer contribution / active EE | $2,198 | $4,222-47.9% | $3,653-39.8% | $4,763-53.9% |
| Participant deferral / active EE | $15,750 | $4,848+224.9% | $4,238+271.7% | $5,851+169.2% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |