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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 | $88,271 | $176,402-50.0% | $134,155-34.2% | $158,950-44.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.17% | 63.66%-63.5pp | 36.34%-36.2pp | 302.91%-302.7pp |
| Employer contribution / active EE | $10,989 | $5,042+117.9% | $3,705+196.6% | $4,762+130.8% |
| Participant deferral / active EE | $2,786 | $4,093-31.9% | $3,500-20.4% | $5,983-53.4% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,248-100.0% |