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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 | $79,468 | $98,776-19.5% | $149,745-46.9% | $79,856-0.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.77% | 27.38%-26.6pp | 276.72%-275.9pp | 31.71%-30.9pp |
| Employer contribution / active EE | $9,457 | $3,217+193.9% | $4,646+103.6% | $2,471+282.7% |
| Participant deferral / active EE | $4,214 | $5,681-25.8% | $6,843-38.4% | $3,741+12.7% |
| Admin fee / account holder | $104 | $6,053-98.3% | $9,312-98.9% | $5,306-98.0% |