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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 | $90,400-100.0% | $186,193-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.1%-77.1pp | 68.9%-68.9pp |
| Annual return | 2.46% | 22.15%-19.7pp | 78.03%-75.6pp | 26.06%-23.6pp |
| Employer contribution / active EE | $3,753 | $2,170+72.9% | $3,918-4.2% | $2,596+44.6% |
| Participant deferral / active EE | $0 | $4,330-100.0% | $6,513-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,673-100.0% | $11,058-100.0% | $7,775-100.0% |