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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 | $69,790 | $97,125-28.1% | $86,233-19.1% | $137,256-49.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 10.30% | 74.19%-63.9pp | 61.39%-51.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,273 | $2,841-20.0% | $2,504-9.2% | $4,156-45.3% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $298 | $9,725-96.9% | $8,342-96.4% | $12,270-97.6% |