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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 | $72,027-100.0% | $185,835-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 78.0%-78.0pp | 69.6%-69.6pp |
| Annual return | 3.32% | 23.13%-19.8pp | 35.96%-32.6pp | 31.72%-28.4pp |
| Employer contribution / active EE | $5,740 | $1,965+192.1% | $4,087+40.4% | $2,471+132.3% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,633-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,502-100.0% | $5,306-100.0% |