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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 | $58,311-29.7% | $81,882-49.9% | $80,959-49.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 0.62% | 41.85%-41.2pp | 779.47%-778.9pp | 35.67%-35.0pp |
| Employer contribution / active EE | $8,053 | $2,347+243.2% | $2,916+176.2% | $2,757+192.1% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $266 | $4,752-94.4% | $7,360-96.4% | $6,925-96.2% |