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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 | $110,248-100.0% | $95,728-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | -4.94% | 27.16%-32.1pp | 28.40%-33.3pp | 373.45%-378.4pp |
| Employer contribution / active EE | $13,125 | $3,258+302.8% | $2,835+363.0% | $4,753+176.2% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |