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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 | $71,157 | $103,038-30.9% | $90,324-21.2% | $152,909-53.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.48% | 95.25%-89.8pp | 78.15%-72.7pp | 345.46%-340.0pp |
| Employer contribution / active EE | $4,000 | $3,141+27.4% | $2,856+40.1% | $4,764-16.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $270 | $6,177-95.6% | $5,356-95.0% | $11,601-97.7% |