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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 | $34,142 | $96,965-64.8% | $97,995-65.2% | $147,585-76.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 0.05% | 24.11%-24.1pp | 23.94%-23.9pp | 578.58%-578.5pp |
| Employer contribution / active EE | $2,360 | $4,536-48.0% | $4,158-43.3% | $4,876-51.6% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $93 | $8,120-98.9% | $5,943-98.4% | $10,886-99.1% |