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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 | $12,259 | $57,305-78.6% | $86,640-85.9% | $75,173-83.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 1.08% | 2674.24%-2673.2pp | 592.52%-591.4pp | 160.72%-159.6pp |
| Employer contribution / active EE | $837 | $2,316-63.9% | $3,024-72.3% | $2,671-68.7% |
| Participant deferral / active EE | $3,826 | $3,320+15.3% | $4,438-13.8% | $4,126-7.3% |
| Admin fee / account holder | $164 | $4,116-96.0% | $5,616-97.1% | $5,651-97.1% |