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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 | $55,684-100.0% | $75,900-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.3%-69.3pp | 69.5%-69.5pp |
| Annual return | 3.82% | 27.60%-23.8pp | 30.73%-26.9pp | 81.02%-77.2pp |
| Employer contribution / active EE | $5,340 | $1,687+216.5% | $2,501+113.5% | $2,440+118.8% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,981-100.0% | $5,421-100.0% | $5,124-100.0% |