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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 | $27,800 | $102,663-72.9% | $86,216-67.8% | $139,466-80.1% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.0%+26.0pp | 80.3%+14.7pp |
| Annual return | 5.65% | 1924.52%-1918.9pp | 1169.42%-1163.8pp | 373.66%-368.0pp |
| Employer contribution / active EE | $1,250 | $3,035-58.8% | $2,382-47.5% | $4,754-73.7% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $252 | $8,663-97.1% | $6,853-96.3% | $11,409-97.8% |