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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 | $88,996-100.0% | $78,004-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.4%-69.4pp | 79.9%-79.9pp |
| Annual return | 9.93% | 28.03%-18.1pp | 31.07%-21.1pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,018 | $2,917-65.1% | $2,469-58.8% | $4,194-75.7% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |