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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 | $24,265-100.0% | $249,316-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 59.4%-59.4pp | 9.3%-9.3pp |
| Annual return | 3.88% | 9.97%-6.1pp | 10.61%-6.7pp | 9.76%-5.9pp |
| Employer contribution / active EE | $14,000 | $6,325+121.4% | $31,160-55.1% | $12,965+8.0% |
| Participant deferral / active EE | $0 | $0 | $24-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $1,819-100.0% | $4,785-100.0% |