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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 | $135,899 | $213,916-36.5% | $85,969+58.1% | - |
| Participation rate | 0.0% | 80.9%-80.9pp | 76.5%-76.5pp | - |
| Annual return | -4.59% | -1.48%-3.1pp | 9.32%-13.9pp | - |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,474-100.0% | - |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,829-100.0% | - |
| Admin fee / account holder | $0 | $4,647-100.0% | $6,053-100.0% | - |