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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 | $48,643 | $72,446-32.9% | $67,561-28.0% | $145,877-66.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.75% | 7211.98%-7209.2pp | 3525.44%-3522.7pp | 551.28%-548.5pp |
| Employer contribution / active EE | $2,563 | $3,072-16.6% | $2,735-6.3% | $4,663-45.0% |
| Participant deferral / active EE | $1,413 | $4,785-70.5% | $4,003-64.7% | $6,691-78.9% |
| Admin fee / account holder | $81 | $5,541-98.5% | $4,006-98.0% | $13,402-99.4% |