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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 | $21,502 | $110,039-80.5% | $97,260-77.9% | $145,884-85.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.60% | 244.44%-237.8pp | 75.54%-68.9pp | 551.85%-545.2pp |
| Employer contribution / active EE | $1,710 | $3,074-44.4% | $2,721-37.2% | $4,662-63.3% |
| Participant deferral / active EE | $3,377 | $4,674-27.8% | $4,262-20.8% | $6,690-49.5% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |