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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 | $26,510 | $51,631-48.7% | $129,397-79.5% | $80,925-67.2% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 3.84% | 20.77%-16.9pp | 9453.98%-9450.1pp | 35.65%-31.8pp |
| Employer contribution / active EE | $6,735 | $1,583+325.4% | $4,154+62.1% | $2,756+144.3% |
| Participant deferral / active EE | $2,400 | $2,670-10.1% | $4,167-42.4% | $4,299-44.2% |
| Admin fee / account holder | $1 | $4,309-100.0% | $7,679-100.0% | $6,940-100.0% |