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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 | $30,992 | $85,766-63.9% | $136,298-77.3% | $70,126-55.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 6.10% | 31.46%-25.4pp | 5156.27%-5150.2pp | 73.15%-67.0pp |
| Employer contribution / active EE | $6,372 | $2,966+114.8% | $4,696+35.7% | $2,343+172.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $172 | $5,421-96.8% | $9,244-98.1% | $4,645-96.3% |