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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 | $22,799 | $58,726-61.2% | $142,898-84.0% | $85,851-73.4% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 6.55% | 27.73%-21.2pp | 5639.64%-5633.1pp | 318.63%-312.1pp |
| Employer contribution / active EE | $3,354 | $1,424+135.6% | $4,146-19.1% | $2,565+30.7% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |