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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 | $29,049 | $63,346-54.1% | $92,240-68.5% | $70,126-58.6% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.1pp |
| Annual return | 8.78% | 530.19%-521.4pp | 176.29%-167.5pp | 73.15%-64.4pp |
| Employer contribution / active EE | $9,832 | $2,471+297.8% | $3,680+167.2% | $2,343+319.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $116 | $3,841-97.0% | $5,194-97.8% | $4,645-97.5% |