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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 | $43,108 | $165,939-74.0% | $122,354-64.8% | $147,586-70.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 1.43% | 34.56%-33.1pp | 30.28%-28.9pp | 578.59%-577.2pp |
| Employer contribution / active EE | $9,979 | $5,754+73.4% | $4,051+146.3% | $4,876+104.6% |
| Participant deferral / active EE | $8,437 | $4,005+110.6% | $3,287+156.6% | $5,439+55.1% |
| Admin fee / account holder | $3 | $7,425-100.0% | $5,479-99.9% | $10,886-100.0% |