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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 | $20,555 | $99,011-79.2% | $86,582-76.3% | $147,586-86.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.70% | 1312.75%-1307.0pp | 965.08%-959.4pp | 578.59%-572.9pp |
| Employer contribution / active EE | $909 | $3,132-71.0% | $2,839-68.0% | $4,876-81.4% |
| Participant deferral / active EE | $916 | $3,972-76.9% | $3,609-74.6% | $5,439-83.2% |
| Admin fee / account holder | $45 | $5,709-99.2% | $4,904-99.1% | $10,886-99.6% |