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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 | $70,684-100.0% | $169,390-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 64.8%-64.8pp | 77.2%-77.2pp | 67.2%-67.2pp |
| Annual return | 4.86% | 36.38%-31.5pp | 406.07%-401.2pp | 160.72%-155.9pp |
| Employer contribution / active EE | $4,382 | $2,211+98.2% | $4,013+9.2% | $2,671+64.1% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,404-100.0% | $9,015-100.0% | $5,651-100.0% |