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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 | $58,258-69.9% | $81,820-78.6% | $80,925-78.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 5.47% | 41.76%-36.3pp | 777.93%-772.5pp | 35.65%-30.2pp |
| Employer contribution / active EE | $3,398 | $2,345+44.9% | $2,915+16.6% | $2,756+23.3% |
| Participant deferral / active EE | $788 | $3,284-76.0% | $4,323-81.8% | $4,299-81.7% |
| Admin fee / account holder | $205 | $4,976-95.9% | $7,391-97.2% | $6,940-97.0% |