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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 | $79,768 | $115,814-31.1% | $101,275-21.2% | $158,982-49.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.75% | 56.16%-51.4pp | 46.48%-41.7pp | 302.99%-298.2pp |
| Employer contribution / active EE | $29,908 | $4,176+616.2% | $3,660+717.1% | $4,763+527.9% |
| Participant deferral / active EE | $17,333 | $4,958+249.6% | $4,371+296.6% | $5,983+189.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |