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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 | $46,549 | $106,918-56.5% | $84,021-44.6% | $152,897-69.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.91% | 105.01%-100.1pp | 71.32%-66.4pp | 345.43%-340.5pp |
| Employer contribution / active EE | $7,739 | $2,735+183.0% | $1,984+290.1% | $4,764+62.5% |
| Participant deferral / active EE | $5,919 | $4,012+47.5% | $3,239+82.8% | $5,851+1.2% |
| Admin fee / account holder | $15 | $8,288-99.8% | $6,102-99.8% | $11,599-99.9% |