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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 | $12,309 | $48,314-74.5% | $67,561-81.8% | $80,925-84.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 4.15% | 18.28%-14.1pp | 3525.44%-3521.3pp | 35.65%-31.5pp |
| Employer contribution / active EE | $1,040 | $2,022-48.6% | $2,735-62.0% | $2,756-62.3% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10 | $3,690-99.7% | $4,006-99.7% | $6,940-99.9% |