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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 | $59,778 | $110,093-45.7% | $97,295-38.6% | $145,897-59.0% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 4.45% | 244.76%-240.3pp | 75.62%-71.2pp | 552.29%-547.8pp |
| Employer contribution / active EE | $1,306 | $3,077-57.5% | $2,723-52.0% | $4,663-72.0% |
| Participant deferral / active EE | $7,667 | $4,678+63.9% | $4,264+79.8% | $6,689+14.6% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |