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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 | $50,876-100.0% | $154,906-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 21.1%-21.1pp | 15.7%-15.7pp |
| Annual return | -9.42% | -7.14%-2.3pp | -0.22%-9.2pp | -7.14%-2.3pp |
| Employer contribution / active EE | $9,872 | $14,613-32.4% | $35,165-71.9% | $14,613-32.4% |
| Participant deferral / active EE | $0 | $60-100.0% | $80-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $4,675-100.0% | $1,191-100.0% |