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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 | $21,920 | $56,134-60.9% | $96,171-77.2% | $85,847-74.5% |
| Participation rate | 90.3% | 56.7%+33.6pp | 68.4%+21.9pp | 69.3%+21.0pp |
| Annual return | 11.49% | 42.30%-30.8pp | 192.04%-180.6pp | 318.61%-307.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,919 | $2,858-32.9% | $4,350-55.9% | $3,952-51.5% |
| Admin fee / account holder | $100 | $3,769-97.3% | $5,538-98.2% | $6,261-98.4% |