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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 | $23,792 | $232,540-89.8% | $185,117-87.1% | $147,586-83.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.98% | 43.03%-42.0pp | 40.50%-39.5pp | 578.59%-577.6pp |
| Employer contribution / active EE | $2,547 | $5,195-51.0% | $4,182-39.1% | $4,876-47.8% |
| Participant deferral / active EE | $3,000 | $5,834-48.6% | $5,045-40.5% | $5,439-44.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |