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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 | $280,515-100.0% | $278,735-100.0% | $263,064-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | -6.03% | -5.15%-0.9pp | -5.00%-1.0pp | -1.59%-4.4pp |
| Employer contribution / active EE | $22,500 | $38,407-41.4% | $38,789-42.0% | $33,160-32.1% |
| Participant deferral / active EE | $0 | $15,622-100.0% | $15,064-100.0% | $7,831-100.0% |
| Admin fee / account holder | $0 | $8,605-100.0% | $8,885-100.0% | $9,535-100.0% |