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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 | $21,579 | $28,624-24.6% | $53,647-59.8% | $82,637-73.9% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 8.58% | 664.98%-656.4pp | 358.33%-349.8pp | 53.51%-44.9pp |
| Employer contribution / active EE | $1,454 | $637+128.4% | $962+51.2% | $2,552-43.0% |
| Participant deferral / active EE | $864 | $1,196-27.8% | $1,813-52.3% | $4,126-79.1% |
| Admin fee / account holder | $111 | $2,022-94.5% | $2,460-95.5% | $7,339-98.5% |