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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 | $17,535 | $58,234-69.9% | $81,783-78.6% | $80,874-78.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 5.47% | 41.70%-36.2pp | 775.05%-769.6pp | 35.62%-30.1pp |
| Employer contribution / active EE | $3,398 | $2,341+45.1% | $2,913+16.7% | $2,756+23.3% |
| Participant deferral / active EE | $788 | $3,283-76.0% | $4,320-81.8% | $4,297-81.7% |
| Admin fee / account holder | $205 | $4,982-95.9% | $7,380-97.2% | $6,935-97.0% |