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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 | $109,782-100.0% | $260,467-100.0% | $94,015-100.0% |
| Participation rate | 0.0% | 67.2%-67.2pp | 80.5%-80.5pp | 70.8%-70.8pp |
| Annual return | 2.46% | 18.60%-16.1pp | 100.60%-98.1pp | 17.84%-15.4pp |
| Employer contribution / active EE | $3,753 | $2,147+74.9% | $4,239-11.4% | $2,790+34.5% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $6,319-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $11,958-100.0% | $15,461-100.0% | $8,951-100.0% |