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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 | $47,141 | $152,612-69.1% | $125,192-62.3% | $152,897-69.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.97% | 54.85%-53.9pp | 43.79%-42.8pp | 345.43%-344.5pp |
| Employer contribution / active EE | $1,449 | $4,947-70.7% | $3,866-62.5% | $4,764-69.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $208 | $13,437-98.5% | $9,704-97.9% | $11,599-98.2% |