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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 | $48,011-50.6% | $63,803-62.8% | $82,637-71.3% |
| Participation rate | 96.2% | 66.6%+29.7pp | 72.7%+23.5pp | 68.1%+28.2pp |
| Annual return | 8.44% | 19.84%-11.4pp | 543.72%-535.3pp | 53.51%-45.1pp |
| Employer contribution / active EE | $3,585 | $1,904+88.3% | $2,532+41.6% | $2,552+40.5% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $104 | $3,873-97.3% | $5,196-98.0% | $7,339-98.6% |