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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 | $23,713 | $51,184-53.7% | $66,439-64.3% | $86,983-72.7% |
| Participation rate | 96.2% | 68.5%+27.7pp | 74.5%+21.7pp | 69.5%+26.7pp |
| Annual return | 8.44% | 17.07%-8.6pp | 757.66%-749.2pp | 25.83%-17.4pp |
| Employer contribution / active EE | $3,585 | $2,023+77.2% | $2,637+36.0% | $2,584+38.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $104 | $4,154-97.5% | $6,173-98.3% | $7,856-98.7% |