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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 | $103,008-100.0% | $90,304-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 2.80% | 95.22%-92.4pp | 78.13%-75.3pp | 345.43%-342.6pp |
| Employer contribution / active EE | $1,112 | $3,139-64.6% | $2,855-61.1% | $4,764-76.7% |
| Participant deferral / active EE | $2,120 | $4,281-50.5% | $3,885-45.4% | $5,851-63.8% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |