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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 | $52,580-100.0% | $71,671-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 60.9%-60.9pp | 68.7%-68.7pp | 69.5%-69.5pp |
| Annual return | 8.19% | 20.25%-12.1pp | 20.65%-12.5pp | 73.15%-65.0pp |
| Employer contribution / active EE | $5,296 | $1,616+227.8% | $2,460+115.3% | $2,343+126.1% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |