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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 | $109,904-45.6% | $97,167-38.5% | $145,959-59.0% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 4.45% | 243.43%-239.0pp | 75.27%-70.8pp | 561.95%-557.5pp |
| Employer contribution / active EE | $1,306 | $3,084-57.6% | $2,729-52.1% | $4,661-72.0% |
| Participant deferral / active EE | $7,667 | $4,676+64.0% | $4,264+79.8% | $6,689+14.6% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |