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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 | $104,924-100.0% | $84,623-100.0% | $152,885-100.0% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.5%-82.5pp |
| Annual return | 4.40% | 373.82%-369.4pp | 258.77%-254.4pp | 345.39%-341.0pp |
| Employer contribution / active EE | $1,242 | $3,302-62.4% | $2,652-53.2% | $4,763-73.9% |
| Participant deferral / active EE | $1,242 | $4,689-73.5% | $3,899-68.2% | $5,851-78.8% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |