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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 | $41,894 | $105,158-60.2% | $94,672-55.7% | $139,487-70.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 9.80% | 38.11%-28.3pp | 156.89%-147.1pp | 373.84%-364.0pp |
| Employer contribution / active EE | $1,930 | $4,107-53.0% | $3,673-47.4% | $4,755-59.4% |
| Participant deferral / active EE | $11,353 | $7,599+49.4% | $7,417+53.1% | $6,713+69.1% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |