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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 | $47,185 | $176,105-73.2% | $159,474-70.4% | $167,536-71.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.51% | 331.91%-330.4pp | 263.68%-262.2pp | 478.82%-477.3pp |
| Employer contribution / active EE | $13,329 | $5,299+151.5% | $4,831+175.9% | $4,839+175.4% |
| Participant deferral / active EE | $5,475 | $7,751-29.4% | $7,353-25.5% | $6,342-13.7% |
| Admin fee / account holder | $167 | $12,559-98.7% | $10,802-98.5% | $12,315-98.6% |