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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 | $40,999 | $58,258-29.6% | $81,820-49.9% | $80,925-49.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 0.62% | 41.76%-41.1pp | 777.93%-777.3pp | 35.65%-35.0pp |
| Employer contribution / active EE | $8,053 | $2,345+243.3% | $2,915+176.2% | $2,756+192.2% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $266 | $4,976-94.7% | $7,391-96.4% | $6,940-96.2% |