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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 | $84,953-100.0% | $163,379-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 65.9%-65.9pp | 76.8%-76.8pp | 68.1%-68.1pp |
| Annual return | 2.46% | 23.07%-20.6pp | 63.41%-60.9pp | 53.51%-51.0pp |
| Employer contribution / active EE | $3,753 | $2,183+72.0% | $3,7520% | $2,552+47.1% |
| Participant deferral / active EE | $0 | $4,326-100.0% | $6,282-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $7,921-100.0% | $9,818-100.0% | $7,339-100.0% |