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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 | $54,683 | $108,942-49.8% | $100,415-45.5% | $145,897-62.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.94% | 58.27%-51.3pp | 49.47%-42.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $2,066 | $4,422-53.3% | $3,943-47.6% | $4,663-55.7% |
| Participant deferral / active EE | $11,765 | $8,461+39.0% | $8,091+45.4% | $6,689+75.9% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |